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Ask to SAVE

Instead of asking if we want to LEAVE a screen, just ask if we want to SAVE so we can say, "YES" and move on.
Guest over 1 year ago in  2

Add Subject to Messages

We would like to see a subject option for text messages just like there is for notes
Guest 6 months ago in  0

Notifications of Check Requests

An an option to be notified either by Neos or the Neos Integrator when someone has requested a check in the $ value tab would be great.Examples: advance, advance-med, expert, filing fee, mediation, etc. check requests are typically of an urgent ma...
Guest 9 months ago in  0

Insurance - If you move insurance to another case, give a warning that negotiation entries will be deleted...or

Or provide the option to copy the negotiation entries. If there are negotiation entries linked to the insurance being moved, you should only allow the option to COPY. That way the negotiations are not deleted.
Guest about 1 year ago in  0

Emoji translation in text messages

Many clients include emojis in their texts back to us, and they show up in the system as question marks (?). If the system to translate them to the correct character (or even read them into the system the way voice-assisted messaging does), that w...
Guest 6 months ago in  0

Color Code the Calendar For Different Events

We need a color coding system for fast checking. I think that we could merge the current system with an updated color coding system by having a person's initials on the side, but then have the whole box change based on the activity. That way there...
Guest over 1 year ago in  1

Renaming documents - We should have ability to rename a document or multiple documents upon saving it into Neos. The way the program is set up, you can only save it and then have to take unnecessary time to go into the docs tab just to rename the document(s).

No description provided
Guest almost 3 years ago in  1

Neos Outlook add-in Case info button

It would be helpful to that the Neos Outlook add-in Case info button change color to indicate that the email that was received was tagged to a case and even show the tagging history of the Email Thread so we can ensure quickly that all the corresp...
Guest about 1 year ago in  0

Tagging a Neos note to a Negotiations.

When an attorney or case manager selects a Negotiation note topic, we would like to force a step that would require them to tag it to a specific Negotiation.
Guest about 1 year ago in  0

PDF Editor - OCR'ing and ability to edit text in scanned documents

Right now with the PDF Editor it looks like scanned documents are not being OCR'ed. We would like to be able to search and edit text in these documents.
Guest almost 2 years ago in  3