Ideas & Enhancements
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Value tab calendar having a today option

At the bottom of an entry on the value tab there is an entry for the date and the initials of the user making the most recent changes. If there is a button that updates the calendar to today, it would make it easier to update the value tab entries...
Guest about 1 year ago in  0

New Note upgrade not helpful

The new note update is unnecessary. It adds an extra step when creating a note. If it could be savable from the side pane that would be ok, but to click details then save the note is excessive.
Guest over 1 year ago in  0

Allow the Note popup to pop up from the Bottom of the screen

The note popup should have an option to pop up from the bottom of the screen, and also be adjustable so that we can make that popup screen larger. When on the bottom of the screen, the pop up will be wider, allowing us to read more of the note wit...
Guest over 1 year ago in  0

Mass Update Provider Emails

A user would like to be able to Mass Update Provider cards to change and add emails to them in case there's a change that applies to multiple entries. Example: One provider has many offices and therefor has many provider cards. When they need to u...
Guest about 1 year ago in  0

Add firm wide custom columns

want to be able to adjust columns that are visible per case type firmwide and still have specific users be able to modify what they want to see besides the default they see.
Guest over 3 years ago in  1 Unlikely to implement

Ability to reply to all once the neos message is fully opened

No description provided
Guest about 3 years ago in Messages 1

Tagging Notes and Documents

Currently neos has the option to tag an email and attach a document which is then saved in the case documents. Also, a case document can be link to a provider listed in the records/request tab, which is then saved in the case document tab. Both of...
Guest 10 months ago in  1

"Favorite" option & view for documents

If we could select a checkbox or symbol for documents that are referenced multiple times throughout a case and then have an option to view "Favorites". That would be AWESOME!
Guest 5 months ago in  0

Pin Cases to Top Bar

An option to "pin" cases so that they are not closed accidentally or when using the "close all" option.
Guest 5 months ago in  0

Adding the ability to dismiss notifications

The ability of dismissing specific notifcations so that the user may clean up the notification window.
Guest about 2 years ago in  0