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Change Permissions to Closed Files

Once a file is marked closed, the user should be allowed to view information but not modify information for a closed file. This would allow us to prevent folders being created in CaseFiles for files we have to archive to another location for data ...
Guest about 2 months ago in  0

Pin the Header/Banner Open

We used to be able to see all of the information in the case banner. Now you have to click on the drop down icon to see that information. We would like the ability to keep that pinned opened.
Guest about 2 months ago in  0

Ability to Copy Value Providers to Multiple Value Entries

Add ability to bulk-add multiple value entries with the same Value provider (for instance, a client has 12 visits/charges at a provider - we will need 12 value entries and would prefer not to have to search for the Same provider each time)
Guest about 2 months ago in  0

Neos: Filter in the Outlook Add-in to limit by Open Cases Only or List by Date Opened newest to oldest or by staff assigned

This is very helpful if you have someone with a very common name that garners a lot of results when you search by name.
Guest about 2 months ago in  0

Value Summary - Paid by Subtotals

It appears once a case is closed in Neos, we are unable to run a "Value Summary Information for a Case - Paid by Subtotals" Report. Why is this feature not available once you put a closed date in "Closed" box? There are times we need to go back an...
Guest about 2 months ago in  0

Print Intake Sheet / Export to PDF

I'm befuddled as to why this isn't an option. I need to be able to print an intake sheet (export to PDF or at least a "printer-friendly" version) to send to other attorneys when we have a case to potentially refer. This happens daily. When I use t...
Guest about 2 months ago in  1

Bulk Delete providers

Allow bulk delete for providers. It is easy to import bulk contacts, there needs to be a way to delete them if the import was flawed.
Guest about 2 months ago in  0

Add Case Type to search results

Add a case type field to the search results to quickly find clients with the same name. Intake field already exists. Expand to include case type.
Guest about 2 months ago in  1

Quickbooks Integrator - Additional Party/Provider/Name Import Fields

Hello, before moving to NEOs, our Accounting department utilized more fields for its Party/Providers in Needles than what the current Quickbooks Integrator tool is capable of, and it is slowing down their workflows for new parties they have to imp...
Guest about 2 months ago in  0

Implement Neos updates later in the night

Neos should not implement updates any earlier than midnight eastern time. Those of us in the mountain and pacific time zones should not have to endure work disruptions when updates are completed, especially unplanned updates.
Guest 2 months ago in  0