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Neos- Ability to start a general timer without being in a case

The currently functionality of the timer provides a user to track time for a case after the case is currently open. There is no current functionality to start a general timer for a provider card which would be a useful feature.
Guest almost 3 years ago in  0

Share Cloud Documents like Dropbox

We would like the functionality to share cloud documents more like Dropbox. In dropbox I can create a folder and add whatever documents, images, videos, etc I want to share, then share/copy a link to the folder with other people. In Neos, I can Em...
Guest almost 3 years ago in General 0

Click on Name ID to pull up Provider Card/List of other cases

It would be very efficient if one could click on the Name ID of a party and automatically pull up the Provider Card and/or list of cases which they are attached. We have many clients who have current and prior cases which we would like to access q...
Guest almost 3 years ago in General 0

Save button

Instead of seeing "you have unsaved changes, do you want to leave", there should be a save button on that same unsaved changes window.
Guest about 3 years ago in General 0

Custom sorting reports & Value tab entries

Our firm handles personal injury case. We have a heavy medical records data entry. Certain reports we use (ex: Summary of Medical) you can sort by entryID, to - from; however, it will not allow us to sort in chronological order of treatment. The r...
Guest about 3 years ago in General 1

Neos: Add friendly warning/error when attempting to email a document that is too large for email

Add friendly warning/error when attempting to email a document that is too large for email or too large to be recommended for email, such as 15MB+
Guest about 3 years ago in General 0

Neos - Highlighting Searched Words/Terms/Phrases

Users would like the functionality for Neos to highlight the searched word/term/phrase within Neos wherever they are able to search, i.e. Notes, Documents tab, etc. In the attached files, I manually highlighted what word I searched for and where i...
Guest about 3 years ago in Checklist / Search 0

Flag important notes

Would be helpful to "favorite" or flag multiple notes that contain important/helpful info to be referenced throughout a case.
Guest about 3 years ago in General 0

Neos: Ability to remove permissions to specific reports

Currently in Neos, you only have the ability to restrict access by report category, but not by specific report. This was functionality was available in Needles 5.0 and would be useful to see again in Neos as well.
Guest about 3 years ago in  1

Neos: In the Neos Calendar entry/detail, show Non-Neos staff Email Address that are invitees

In the Needles Neos Calendar entry/detail, show external invitees/guests that are also attending the Outlook meeting. Right now, if a meeting is added from Outlook, or created in Neos and later modified in Outlook to include external invitees or i...
Guest about 3 years ago in General 0