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.
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.
Make single- and double-clicking consistent within Neos
Currently, there is very little consistency with the number of times someone has to click to open certain items. Reports and Staff Profiles take one click, while documents and calendar details take double-clicks. We'd like to see some consistency ...
Though this may be a small detail, it would make the user interface a little better. We should be able to reorder and organize the tabs at the top of the page for the different sections we are in (i.e. cases, intakes, checklist, etc.) Currently, t...
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.
1) The memo data (client name, id info added) from case expenses in accounting tab should pull into the MEMO box of Quickbooks Online. Right now it is transferring the data to the Description of the check which does not print to the check. It is i...
Multiple document generation to also include Value and Insurance Tab options
Currently, the multiple document generation extends to party and provider and primarily targets requesting medical records. One customer has suggested that multiple document generation also extends to insurance and value tab documents. They pointe...
Option to select company after a check request is submitted to QB Integrator
In Neos, if a company is not selected after requesting a check by clicking "Add, more", there is no option to select what company the check is coming from before it's sent to Quick Books. This should be a feature offered in the integrator. It shou...
Provide an option to use multiple user list tabs (1-5) in advance search to create reports with columns from multiple user list tabs (1-5). Not just the one tab selected in the "search for" dropdown menu and the entry tabs (6-10).
0
1
1
