Ideas & Enhancements
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When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.
Guest 2 months ago in  3

text notification stacking

If a text is received and there is an unread message, if they text again, it would be nice if it would just stack that notification of unread messages instead of them each being single and separate.
Guest 3 months ago in  0

Email Font/Size/Color - Ability to change Neos' email default setting in Staff Profiles

Writing styles are very personal, and this extends to how our emails look and present to the reader. With Neos being a highly customizable program with an integration to Outlook--which is highly customizable as to theme fonts, size and color--it w...
Guest 3 months ago in  1

Return the Provider's Contact Info to the Preview Window for Value Items

Franklin D Azar reports that their Accounting Team used to be able to see the Provider Information in the Preview Window of a value item and now they cannot see it as conveniently and they would like this functionality restored please.
Guest 4 months ago in  1

View Document feature

Instead of opening a document to view the contents, I would like a VIEW feature, a side pop-up window where I can read the contents of the document and with a "forward" or "backward" next option (to go to the next or previous document in the list)
Guest 5 months ago in  0

Ability to Choose the Default Opening Tab Per Case

Rather than a case opening at the "Party" tab, have it default to open at the "Case Docs" tab or any other tab we prefer. Even if it's set to per case type. Just the ability for more personalization.
Guest 5 months ago in  0

Need an ability to prevent people from accessing SharePoint.

There needs to be a way (permission) to prevent staff from accessing the SharePoint folder from within Neos. A control for deactivating the button to access SharePoint. THIS IS CRITICAL - PLEASE
Guest 6 months ago in  1

Ability to send documents from Case Docs tab to DocuSign that will also send the tagged document via SMS, not just email.

When sending a docusign through Case Docs Neos, it doesn’t allow for SMS like it does using a template. We really need this capability. We do a lot of docusign docs that aren’t templates.
Guest 6 months ago in  1 Future consideration

In Time Entry tab, allow firms to set a default Value Code

Less repeat data entry for users
Guest 6 months ago in  1

WHAT GOOD IS A VALUE TAB THAT DOESN'T GIVE YOU THE VALUE INFORMATION ON A CASE..

Hello Neos, What happened here? My team and I are trying to decide if we can afford additional treatment for a client on a specific case. And here we are pulling out our 1970s calculators trying to add value items. The subtotals option gives you t...
Guest 7 months ago in  0