Ideas & Enhancements
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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

Neos Case Number added to Note

When we print a note, it would be GREAT if the Neos number was also printed on the note. The client's name is provided in the top right corner, but the Neos number would be equally as helpful.
Guest about 1 year ago in  0

View Certain Fields On Multiple Tabs

It would be great if a case date could be seen on multiple tabs. Also if filled out on one tab, it should auto update to reflect the same info on another tab.
Guest over 1 year ago in  0

Neos Integrations pages

On each page a detailed description of what the integration offers, a link to the Knowledge Base Articles for that Integrator, and a link to the Integrators website.
Guest over 1 year ago in  0

QuickBooks Integrator notification when exporting to an unlinked name

Currently when exporting checks/deposits to names that have become unlinked between QuickBooks and Neos, the integrator will create a new name with the Vendor/Provider ID in parenthesis. This duplication can causes issues for firms. Instead, we wo...
Guest over 1 year ago in  1

Add Print Option for Case Docs Bulk Actions

It would be beneficial if from the Case Docs take, I could select multiple documents and request they be printed right from there, instead of having to open each one and print them separately.
Guest over 1 year ago in  1

Add provider info to values tab notes in case notes

Adding the values notes to the case notes automatically is great, but there is no way of knowing what value entry the note belongs to. Therefore, a quick review of the file notes does not provide a clear indication of which values have been notated.
Guest over 1 year ago in  0

Neos | Add the ability to add providers and parties to mailing lists in bulk.

We would like to be able to add parties and providers to the new mailing lists in bulk. We are aware you can do so using cases, but this is still on a case by case basis. Our firm has thousands of parties and providers, so this process would be sl...
Guest over 1 year ago in  1