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Integrate with Ring Central

Would be great if Neos would seamlessly integrate with Ring Central and allow users to select Ring Central as the phone app.
Guest over 2 years ago in  0

user would like the qb integrator to have compatibility with mac

Currently if you want to integrator neos with QuickBooks you have to have a windows computer since the installer is windows based. Or a vm/parallels with windows running on a mac. User would like to be able to install the integrator on his mac
Guest over 2 years ago in  0

Dictation available in Notes

having the option to dictate in Notes would be helpful
Guest over 2 years ago in  2

Allow anyone to schedule a consult on your calendar themselves.

this would be helpful to allow third party answering services to schedule consults or potential clients without having to call the office, etc. many people just want to book a consult without having to call the office.
Guest over 2 years ago in  0

Neos notification email when signed out of Neos

It would be very helpful if I could get an email of any Neos messages when I am not signed into Neos. This is one feature the old Needles program had that was very helpful. Please add this ability.
Guest over 2 years ago in  0

Custom TimeFrames in Needles5

It has been requested that custom timeframes for calendar items be added to Needles5.
Guest over 2 years ago in  0

Neos - Options for more colorful displays/themes

Users would like the option to add more colors to the all around display of Neos to make it brighter. Maybe have different display themes for users to set up on their specific profiles.
Guest over 2 years ago in  5

Column Chooser in Document Generation Drop-Downs (Needles 5)

When you are generating a document and using information from a list tab, it would be nice to be able to choose what columns display when making the selection from that tab.
Guest over 2 years ago in  0

Staff Permission to Add Multiple Cases to One CaseDocs Folder

It has been requested that multiple cases be able to be linked to one folder in sharepoint, enabled or disabled as a special permission in the user's staff profile.
Guest over 2 years ago in  1

Mass case upload

User would like a way to upload multiple cases at a time either through intakes> actions make a case and select multiple intakes to make into a case
Guest over 2 years ago in  0