Ideas & Enhancements

9 Vote

Please add a feature to turn on bold separation lines and color in task view, daily view and when we print reports.

When you are viewing the checklist, day view or checklist deadlines on a report it all runs together making it difficult to differentiate between the items. Needles used to put certain items like discovery in colors across the whole line item. Ple...

Created 09 Feb 12:55

1
9 Vote

Make overdue deadlines or tasks in red and at top of list.

It is a quick visual glance at what is overdue and needs immediate attention.

Created 09 Feb 12:52

0
12 Vote

Neos - Add Ability to drag and drop Party Photo on Party Tab

Neos - Add Ability to drag and drop Party Photo on Party Tab

Created 26 Jan 13:22

General

0
2 Vote

Microsoft Teams Integration -tag notes to case from teams

For those of us who are back and forth between teams and neos all day, I wish there was a way for us to tag notes or conversations we have on microsoft teams to a case in neos without having to remember to copy and paste everything into neos as we...

Created 08 Jul 19:52

1
3 Vote

Neos: Special Note Size Limitation - Please allow same character size as a regular Case Note

We gather a lot of data in the Special Note and find 1,000 characters is not enough to accurately display the information we need to gather.

Created 04 Mar 18:38

1
11 Vote

Ability to Bulk Edit Calendar Items, ie. Mark Done or Cancelled

Looking for a bulk action on the calendar for case. When a case is in litigation and it settles, it is VERY time consuming to go into each entry and mark cancelled. Also, when an event is cancelled, can it function like outlook where it says CANCE...

Created 27 May 17:48

0
4 Vote

add case name column to browse documents tab

for bulk download purposes, it will be useful to know which case/provider the documents are assigned to

Created 25 Oct 14:10

0
2 Vote

Give the ability to add multiple roles on the party tab

Sometimes the host vehicle owner is also the parent/guardian if the party is a minor.

Created 05 Jul 17:03

0
6 Vote

A bulk action option for linking/unlinking names in the QB Integrator.

Neos itself has "bulk actions" within its system. The QB Integrator could benefit from a similar option/action. The list of Vendors a firm might have can be numerous, which in turn makes going into the Integrator to link each provider a tedious an...

Created 09 Feb 13:43

Accounting Integrations / Integrations

0
12 Vote

Uploading video files to Neos Case Docs tab

We have had a lot of trouble uploading video files through the case docs tab. Can there be a folder or category designed specifically for video files that we can upload them to that maybe condenses the file size?

Created 30 Dec 13:43

4