Ideas & Enhancements
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SaaS - Add Alternate Case Number to Case Header & Search

Add Alternate Case #1 to Case Header and in Search Pop Outs
Guest almost 4 years ago in General 0 Already exists

Multi Select for Calendar Items

When accessing the calendar, if a user would like to delete multiple items, they currently need to go into each item one by one, and then delete each item. Users would like to be able to select multiple calendar items and delete them/edit them at ...
Guest about 2 years ago in Calendar 0

Quickbooks Online enhancements

QuickBooks Online integration should have the checks auto select print later when posted, and have the memo field grab the information from Neos
Guest 8 months ago in  1

Neos - Add 'Quick Note' to Intakes

Add the ability to have a Quick Note in the header of the Intake (like a case)
Guest almost 2 years ago in  2

Open Calendar Item on Double Click

Why do I have to hit the pencil button instead of the calendar item just opening on double click like all other windows-based programs? It is unnecessary and inefficent.
Guest about 2 years ago in  0

Open Checklist Summary

Allow Open Checklist Summary end date to be selected without setting a beginning date. You can set a beginning date without an end date; why not be able to set an end date without having to set a beginning date.
Guest almost 2 years ago in Checklist 0

Neos - Ability to mark fields as Required

There are certain fields that are always used and should be filled such as the 'Appointment Type' in the calendar that we should be able to have control to mark as Required.
Guest over 2 years ago in Layout Manager 0

Neos - Report List - Add a column to show the Category of the Report

If you have many categories, it will be easier to locate the report or set category permissions if we can see the category in the list.
Guest 8 months ago in  0

NEOS needs a date calculator like Needles had!

Neos needs a date calulator just like Needles had!
Guest about 2 years ago in  2

Allow user to organize the order of "type" in case docs for their workload.

"Types" are organized alphabetically. Each employee may be in one area more than another, it would make their work more efficient to organize the types to suit their work than to have it be alphabetically. If your work is in something at the end o...
Guest 4 months ago in  0