Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2637 of 2637

Renaming attachments when saving documents

The current set-up for tagging e-mails is a bit frustrating. It would be nice to rename documents in an e-mail when tagging it to a case. It's unnecessary wasted time having to go into a file after tagging an email with documents just to rename th...
Guest almost 3 years ago in Messages 1

Dark Mode/Color Scheme

It would be very helpful if there was a setting to use a "dark mode" like a grey scale version of Neos - similar to the Microsoft "Dark mode" Which uses a few different shades of grey - its easier on the eyes, when looking @ the screen all day.
Guest almost 3 years ago in  0

Have Minor Check Box and Date of Majority on contact card

Date of Majority and Minor check box should be fields on the contact information that are for Name ID as these dates do not change depending on case, the same way date of birth does not change.
Guest 4 months ago in  0

Add Client Name & Case Link in OUtlook Appointment

Currently the only information that shows up on the appointment in Outlook is the clients case numbers. Which we do not know by memory, I think the clients name should be listed in the OUtlook appt as well as a link to the case in needles neos.
Guest over 3 years ago in Integrations 2

Integration with LexReception

We use virtual receptionist services and they handle all of our intakes. Once they speak with potential clients we receive a script of an intake via e-mail. It would be nice if we had an option to convert their form into a new intake in Neos.
Guest 8 months ago in  1

Have Notification for when Intakes are available

Have Notification for when Intakes are available over the intake icon on the left. This way User's can know when they have Intakes they need to take a look at.
Guest about 3 years ago in General 2

Neos - Value tab graphics for payments/adjustments - Useless and takes up too much room

Please either change the purpose for the graphic or move it to the bottom of the right side of the screen. For now, we have to scroll down to see the due amount.
Guest 4 months ago in  0

Default Provider Card add the business name (Provider Company)

Under the Default Provider Card we would like the ability to add the business name (Provider Company) and have it linked to the business name (Provider Company) instead of needing to create Provider Associations Groups 
Guest over 1 year ago in  2

Search results show if there is an open case associated with the name.

Would be really helpful if you could see if there is an open case associated with a name directly from search results without having to select each name. Especially for common names.
Guest about 1 year ago in  0

Begin Providing Support for Word Desktop App Again

Neos did away with support for the Word desktop app. For a while, we were still able to use it, but now it's gone completely. This is problematic for power users and advanced Word functions due to the need to switch views when online and other lim...
Guest 8 months ago in  1