Ideas & Enhancements

10 Vote

Turning off Notifications after a Case is closed

Add a feature that turns off all reminders for cases that are closed or settled.

Created 13 Sep 19:44

0
1 Vote

Add ability to see preview of any settlement memo before downloading

Adding this ability will allow users to confirm if the selected settlement memo is showing the required info.

Created 20 Nov 20:50

1
1 Vote

Neos: Log-In Hours per user

Allow us to set hours in which staff are allowed to log in to Neos. This will prevent logging in after hours and on weekend to limit unauthorized overtime.

Created 20 Nov 20:01

0
1 Vote

Automatic Suggestions for Vendors when Posting to a Vendor's Neos Notes

I work with our vendors a lot via email, and like to post the correspondence to Neos to track conversations easier than trying to search email and maybe not find what I'm looking for. Currently, I have to search for the vendor each time, even if t...

Created 20 Nov 15:06

0
2 Vote

Automatically adding staff 1 and 2 to calendar events when scheduling an event

When a calendar event is scheduled - instead of having to add attendees - staff 1 and staff 2 could pull in automatically. If that is too generic, perhaps make anything coded as a "meeting" pull in staff 1 and 2 automatically.

Created 23 Aug 17:46

0
2 Vote

Export Value Transactions as Raw Excel File

Add the ability to export as a raw csv.

Created 23 Aug 16:06

0
5 Vote

Add a note when documents added to docs tab

Automatically add a note when a document is added to the docs tab with Name of document, date, and other identifying information

Created 30 Nov 21:51

0
8 Vote

Neos Pro Workflow automation send email TO: Staff Role

In the Neos Pro Workflow automation sending emails option the TO: field should be able to email the Staff Roles. Also, these emails should get posted automatically to case notes?

Created 08 Mar 19:59

0
5 Vote

When using the PDF Editor to add the user's signature to a PDF, the user must re-upload his or her signature for each document.

Within the PDF Editor, when a User has "uploaded" their signature to a PDF editor within a case, it should remain available for all PDFs accessed via the PDF Editor in the case's case docs. It is very misleading, as there is a drop-down arrow next...

Created 28 Nov 15:53

0
15 Vote

NEOS - Searching AKA names

Would like the ability to search AKA names in the format of FIRST LAST instead of only LAST, FIRST.

Created 17 Jun 20:27

0