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Ideas & Enhancements


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It would be helpful to change a single entry field under the case tab (such as Referred By) for multiple cases, all at one time. If you enter lead generator providers by month or billing cycle, it would be helpful to make quick corrections if staf...
Guest 12 days ago in  0

Notifications - New Documents Received

Allow a function in NEOS to notify staff persons and/or staff assigned to the file that new documents have been added - possibly by using a tag so that not all documents added would trigger an alert to the staff. SharePoint does have this ability;...
Guest about 1 month ago in  0

Turning off Notifications after a Case is closed

Add a feature that turns off all reminders for cases that are closed or settled.
Guest 22 days ago in  0

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.
Guest 3 months ago in  19

Auto-refresh of the Neos Today Checklist

It would be useful if the Neos Today Checklist auto-refreshed after a checklist item has been edited instead of having to manually having to refresh.
Guest 7 months ago in  14
175 VOTE

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.
Guest almost 2 years ago in General 11 Future consideration

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 13 days ago in Notes 0

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.
Guest 9 days ago in  0

Need a way to prevent text message replies from clients to not be delivered via imessage.

Currently, when a client responds to text message sent from Neos, the response is sent to the Neos user's respective email address. However, if both the text recipient and the staff person sending the text from Neos are in each other's iphones as ...
Guest 4 months ago in  0

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...
Guest 6 months ago in  2