Ideas & Enhancements

Neos: Email Tagging - Also show if the attachments were tagged to the case

While in Outlook, you can see what case an email was tagged to, but it would be better if we could also see that the attachments were tagged to the case.

Created 20 Dec 15:42

2

4 Vote

In advanced search for calendar inquiries, reinstate location and note information

In the knowledge base, it is mentioned that location and notes/description are no longer available when running an advanced search for calendar. This information is extremely useful when running an advanced search. Please bring this back for repor...

Created 24 Jun 21:03

0

16 Vote

NEOS: IMPORTANT. Please add a warning when someone attempts to change the name of a party or provider

Please add a warning that the change will affect all places in Neos where the Name ID is used. Without the warning, some people may not know the implications of changing a name to the rest of the database.

Created 28 Mar 22:41

1

21 Vote

Change the "Neos notes" so that it automatically saves notes as users are entering the information instead of requiring the user to click the "save" icon, and then closing the note, forcing the user to re-open to continue working on the note.

Yesterday, I spent 40 minutes on a note, using it to analyze a complicated workers' compensation credit dispute, and Neos froze on me, so I had to logout and log back in, and all of my work in the note was lost. This was very frustrating. Neos sho...

Created 21 Jun 17:26

0

3 Vote

Neos: When adding a new checklist to the primary checklist, it is automatically added to the intake checklist. Add an option to select whether to add to just cases, or add to both cases and intakes

Sometimes the checklists are not needed until the intake is made a case. Because the staff role doesn't exist in the intake, it is automatically assigned to the main person and is muddying up their checklist reports.

Created 29 Jul 18:11

0

6 Vote

Option to Minimize or Draft an Email

We would like for Neos to incorporate a function that allows us to minimize or draft an email. Scenario: I'm in the middle of drafting an email within Neos, but I get a call and have to source information from our environment. I am now required to...

Created 05 Apr 19:52

0

32 Vote

AKA name should show up in the search field

When typing the AKA name, you must type in last name, first name format and only then the "new" name shows up in the search field. (Nothing shows up if you type first name then last name). There is no way to know which person from the list is the ...

Created 12 Jul 16:48

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Ideas & Enhancements

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Neos: Email Tagging - Also show if the attachments were tagged to the case

In advanced search for calendar inquiries, reinstate location and note information

NEOS: IMPORTANT. Please add a warning when someone attempts to change the name of a party or provider

Document Details Subject & notes area @mentions

Create Admin accounts without neos license

Value Screen Navigation

Change the "Neos notes" so that it automatically saves notes as users are entering the information instead of requiring the user to click the "save" icon, and then closing the note, forcing the user to re-open to continue working on the note.

Neos: When adding a new checklist to the primary checklist, it is automatically added to the intake checklist. Add an option to select whether to add to just cases, or add to both cases and intakes

Option to Minimize or Draft an Email

AKA name should show up in the search field

Filter by status

Filter by category

Identify yourself with your email address

Neos: Email Tagging - Also show if the attachments were tagged to the case

In advanced search for calendar inquiries, reinstate location and note information

NEOS: IMPORTANT. Please add a warning when someone attempts to change the name of a party or provider

Document Details Subject & notes area @mentions

Create Admin accounts without neos license

Value Screen Navigation

Change the "Neos notes" so that it automatically saves notes as users are entering the information instead of requiring the user to click the "save" icon, and then closing the note, forcing the user to re-open to continue working on the note.

Neos: When adding a new checklist to the primary checklist, it is automatically added to the intake checklist. Add an option to select whether to add to just cases, or add to both cases and intakes

Option to Minimize or Draft an Email

AKA name should show up in the search field