Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2683 of 2683

Add back to and from treatment dates in value tab delete Invoice column (useless)

The dates in the value tab allow you to see the latest treatment date you have records for, etc.
Guest 7 months ago in  1

Neos: Ability to see more than just last 5 cases or providers searched or accessed.

It would be nice for us to have the option to show last 10, 20, 30 cases or providers. For example, when you click on Search, you only see last 5.
Guest 9 months ago in  0

Improve search/filter/sort functions

When searching for documents in case docs, these functions do not work very well, and they do not work together at all. It would be very nice to both filter/search and sort documents.
Guest 9 months ago in  0

Add Email More Types

I would like to be able to add more Email types to a contact. Right now there is only Business, Personal, and Other. I would like to add Billing, Reductions, Records, etc. or even an option to type in a custom value like there is in the address, a...
Guest 10 months ago in  1

Add option to search by All when searching for a case to tag an email to from the Neos Outlook Add-in

Add the All option in the Neos Outlook add-in when searching for a case just like the option when searching for something in Neos. This will save users time from switching between searching by case number or name.
Guest 12 months ago in  3

Add ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest about 1 year ago in  0

Print Intake Sheet / Export to PDF

I'm befuddled as to why this isn't an option. I need to be able to print an intake sheet (export to PDF or at least a "printer-friendly" version) to send to other attorneys when we have a case to potentially refer. This happens daily. When I use t...
Guest about 1 year 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

Make it easier to track credit card paid case expenses for bookkeepers/accountants

There is no easy way to mark a case expense paid via a firm credit card for tracking in Quickbooks and takes quite a bit of a work around in both NEOS and Quickbooks
Guest about 1 year ago in  0