Ideas & Enhancements

2 Vote

Create bi-directional Sync between Provider Files in SharePoint & Neos

Create bi-directional Sync between Provider Files in SharePoint & Neos. Currently, any document edits or additions made to the Provider Files folder in SharePoint can not sync to Neos. Please make the sync identical to the CaseFiles folder bet...

Created 15 Jul 16:15

0
11 Vote

Case Calendar Tab view and printing

it would be nice for staff to be able to see a Case Calendar in the view of an actual calendar or to be able to export it to a calendar view to save as a PDF or to print.

Created 01 Dec 21:58

2
4 Vote

Intake Pro - allow party blocks to be customized and added to dynamic sections

We want to add contact info blocks for Party 2 on a dynamic section when "Add Party 2?" is answered yes. Sadly you cannot move any of the contact info blocks into a dynamic section. Please see attached screenshots showing how contact info blocks c...

Created 05 Mar 21:47

0
1 Vote

Put Active Users at top of Calendar Search

The Staff Calendar option in the search box in the Calendar currently shows all people ever in the database in alphabetical order. It would be easier to find events in current employee calendars if Active users were listed before non-Active users.

Created 18 Sep 22:31

0
1 Vote

Add Customizable Task to Checklist Outside of Setup

This would allow for more adaptability to niche cases and things of that nature.

Created 18 Sep 15:05

0
6 Vote

Neos: Please make the notification bell and help icon larger

They are too hard to see and are much smaller than the rest of the Neos text.

Created 24 Oct 22:02

1
15 Vote

Export Intakes As PDFs

It has been requested that case data and intake data have the option to export as PDFs, like what can be done with Neos reports.

Created 08 Mar 15:18

3
7 Vote

Neos: Add option to "Favorite" merge templates

In the instance the merge template isn't linked to a checklist item, users would find it very helpful to be able to "Favorite" their most used templates. It is very helpful when you have hundreds of templates.

Created 18 Aug 16:56

0
23 Vote

NEOS - Cross-Tab Linked Fields

It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.

Created 23 Sep 14:54

General

0 Future consideration
19 Vote

Neos - Rescheduled Calendar Items

Similar to NEED50-I-520 However, would like for Neos to have the option to leave an item on the calendar to mark the original calendar item that has been rescheduled after having rescheduled the event item. Updating the former entry as rescheduled...

Created 14 Jun 16:49

Calendar

3