Ideas & Enhancements

1 Vote

Three years ago someone posted the idea to return to the same place in a list when returning to the list view from an entry.

Three years ago, someone posted this and it seems like it would be an easy fix. Currently inside of the neos notes tab, whenever I open a detailed entry, and return back to the list, it will take me to the top of the notes tab forcing me to scroll...

Created 05 Aug 14:57

0
13 Vote

Please change the checklist back to the way it was prior to this new UI update.

Adding notations to checklist items is very painful now, and if the notation is too long, you can no longer click a checklist item to see the full notation. If the note extends past the field of view, there is NO WAY to see what the rest of the no...

Created 22 Dec 16:38

Checklist

0
4 Vote

Quickbooks Online enhancements

QuickBooks Online integration should have the checks auto select print later when posted, and have the memo field grab the information from Neos

Created 08 Sep 14:30

1
9 Vote

Search function for note topics when tagging an email

For firms that have long lists of note topics it would be extremely hepful to search by term vs scrolling to find the topic.

Created 03 Mar 19:40

0
9 Vote

search results in alphabetical order and only the spec your request

when searching a name, the results return any name with those letters in it. I would prefer the old needles way. The results are not in alphabetical order. Would like to be able to customize this program to our needs. Would like the option to see ...

Created 03 Mar 00:56

0
4 Vote

Make Calls Logs Sync Instantly (otherwise ring central is pointless) also an automatic message note which shows up and voice mail storage

It takes 2 hours for ring central call log to sync with NEO instead of instantly. For those of us who handle alot of PI calls this defeats the entire purpose because by time the calls syncs we dont remember who called or what the call is a back. A...

Created 06 Sep 10:59

0
6 Vote

Ability to see the ID code in the header

We would like to see the ID code in the header so we can easily identify if a client is a spanish speaker or other assistance is required.

Created 25 Jan 19:24

2
6 Vote

Neos Case Number added to Note

When we print a note, it would be GREAT if the Neos number was also printed on the note. The client's name is provided in the top right corner, but the Neos number would be equally as helpful.

Created 25 Jan 17:33

0
12 Vote

Neos- Add more filters on Browse Documents

Currently no way to filter Document Category, Case # or Date Created on Browse Documents screen. These filters would eliminate the need to have to go in to each case documents tab every time you need to access a specific file.

Created 22 Mar 19:30

1
5 Vote

Be able to have the same category for all attachments being saved to neos from an outlook email

Sometimes I attach a lot of documents to an email. When I save them, I manually have to select the type/category for each document on the needles tab on the side of Outlook. A lot of times, all documents are the same type. It would be nice to be a...

Created 12 May 16:55

0