Ideas & Enhancements

11 Vote

NEOS - Advanced Search - Add Intake Table

It would be nice if the Advanced Search had the ability to creating listing reports for intakes as well.

Created 03 Mar 21:42

General / Search

0
3 Vote

Add option for Neos contact changes to also affect customers job information in Quickbooks

Add the ability to link Neos contact changes like address and name to the job information entry for a linked customer in Quickbooks.

Created 17 Nov 18:31

1
8 Vote

Search for email address when posting emails to Neos

Neos should search automatically for the incoming email address when posting to Neos so that it brings up a client's case automatically without extra searching.

Created 07 Mar 17:17

0
7 Vote

Allow selecting credit cards as Debit accounts

Currently, only bank accounts can be selected from the Debit Accounts section of the check request in the QB Integrator. They -can- be selected as Credit Accounts, even though these cards are usually used for outgoing payments. Please allow credit...

Created 08 Jul 17:07

0
3 Vote

Copy Documents to Providers

Just like you can copy documents between cases, we should be able to copy documents to another provider. Like if we get the CV of a doctor who has 5 locations, we should be able to put it in one and copy to all of the others.

Created 16 Nov 20:19

0
6 Vote

Add provider info to values tab notes in case notes

Adding the values notes to the case notes automatically is great, but there is no way of knowing what value entry the note belongs to. Therefore, a quick review of the file notes does not provide a clear indication of which values have been notated.

Created 07 Nov 20:32

0
5 Vote

Make a Credit category that corresponds to case expenses.

For instance, when a case has multiple settlements in it, we need to be able to reflect that we have reimbursed some of the case costs. It does not make sense so have to go costs entry by cost entry and mark them paid until you get to the exact pe...

Created 07 Mar 19:27

0
5 Vote

Saved Filters for Intakes

I'd like an option to save some filter presets in some search areas like the Intakes section. Sometimes we have our Intake need to look at several specific search filters and being able to quickly switch between them would be fantastic.

Created 07 Mar 15:14

0
9 Vote

Neos - Basic Search Filter for Open Cases only

Would like the option to filter the basic search to show only Open Cases via a checkbox or dropdown menu.

Created 21 Oct 16:23

0
5 Vote

Ability to Add New Users to Multiple Existing Calendar Events at Once.

It would be useful for adding a new user to existing events that they should be a part of. At the moment one must add them to each event individually which is most time consuming.

Created 03 Mar 15:13

0