Ideas & Enhancements
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Ability to tag delivery receipts and read receipts from Outlook to Neos

Delivery receipts and read receipts are important to a case for proof of service and need to be able to be saved to a case.
Guest 11 months ago in  1

Adding a calendar view to the case calendar

Adding a calendar view to the case calendar (instead of just list view, which is overwhelming to look at).
Guest 12 months ago in  0

Option to open a case in Neos that an email is tagged to from outlook

Add a button to the outlook insert tab that will open a case in Neos that the selected email is already tagged to. Users would not have to pull up the add-in to see the case that the email is tagged to and then search it up in Neos just to open th...
Guest 12 months ago in  1

Email Type

In Providers it would be helpful to be able to type a description in Email Types, instead of choosing Business, Other, Personal, like we are able to do with phones.
Guest about 1 year ago in  0

Neos: Filter in the Outlook Add-in to limit by Open Cases Only or List by Date Opened newest to oldest or by staff assigned

This is very helpful if you have someone with a very common name that garners a lot of results when you search by name.
Guest about 1 year ago in  0

Users should be able to access all emails associated with a provider from within the Conacts tab of a case.

A client has voiced the desire to be able to send an email to all associated emails of a provider from within the case contacts tab. As it stands now, a user will be redirected out to the Provider card/Address book and then can only select one ema...
Guest about 1 year ago in  0

Register for New in Neos in 19 and other Neos Academy and other events

It would be nice to have the ability to register for all the Register for New in Neos in 19 and other Neos Academy and other events under the Staff Profile eliminating the need to be bombarded with emails for all these events. Then you would just ...
Guest about 1 year ago in  0

Medical Tab

I see we have a value tab, but it would be nice to have a tab dedicated to all medical treatment. It would be organized by medical provider, you would be able to click on each provider then a screen would open up with any attached pdfs, dates of s...
Guest about 1 year ago in  0

A bulk action option for linking/unlinking names in the QB Integrator.

Neos itself has "bulk actions" within its system. The QB Integrator could benefit from a similar option/action. The list of Vendors a firm might have can be numerous, which in turn makes going into the Integrator to link each provider a tedious an...
Guest about 1 year ago in Accounting Integrations / Integrations 0

Ability to see the ID code in the header

We would like to see the ID code in the header so we can easily identify if a client is a spanish speaker or other assistance is required.
Guest about 1 year ago in  2