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Move the Reassigned Date next to the "referred to" box

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Guest about 3 years ago in General 0

Tagging Encrypted Emails

It would be beneficial to us if we could use the email tagging add-in to tag encrypted emails into Neos.
Guest about 3 years ago in General 0

Allow you to select more than 30 checks to export

I've search but cannot seem to find a way to select more than 30 checks to export at a time. I sometimes have multiple checks and have to export them in sections. I would like to export them all at one time.
Guest about 3 years ago in General 0

Intake Permissions based on assigned

Have the ability to limit an intake that is assigned to that person not who created it. Currently, if you have the permissions of yes to all of "My Intakes" for staff "ABC" and create an intake from ABC, they can view it. But if person "XYZ" creat...
Guest about 3 years ago in General 0

Neos Today Appointment should scroll to the current time you are viewing

When you log into Neos, the Neos Today - Appointments should accuractly reflect the current time. The default would be to show any "all day events" and then start at the earliest appointment. If the User logins at 3:00pm the view should already be...
Guest about 3 years ago in General 0

Searching for Provider to add party to case causes Neos to hang

Use case - the firm has repeat insurance company parties and to insert that party requires a user to type name > click search > search pane opens > delay of 5-6 minutes to show results. The resulting provider is listed in 25K, 10K, 5K, ca...
Guest about 3 years ago in General / Search 0

Liability Button

Add an option to include a button we can select that the liability is denied. It can be modified to where it instead of saying "Accepted Liability?" and a checkbox why not have it changed to "Liability Determined?" and three boxes where you can ch...
Guest about 3 years ago in General 0

Two Factor Authentication - Do not allow users to disable

Do not provide option for staff to override what the firm has set by giving them the option to "do not ask for 30 days".
Guest about 3 years ago in General 0

Ability to open calendar even from Day view

Currently I can only open a calendar event from the Agenda view. I'd like to be able to open it from the Day view as well. Any time I double-click, it just makes a new calendar event.
Guest about 3 years ago in General 0

Expand Notes column in Notes tab vertically

Would be easier to see the preview of the Notes column if it could also be expanded vertically
Guest about 3 years ago in General 0