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Save/add files to Neos when saved/added to Sharepoint/OneDrive

Would like to be able to have documents that are saved directly to Sharepoint/OneDrive to show up in Neos Case Docs rather than have to open Neos and import into Case Docs from a Sharepoint folder. This creates a duplicate file when a document has...
Guest about 1 year ago in  0

Make a Credit category that corresponds to case expenses.

For instance, when a case has multiple settlements in it, we need to be able to reflect that we have reimbursed some of the case costs. It does not make sense so have to go costs entry by cost entry and mark them paid until you get to the exact pe...
Guest about 1 year ago in  0

Ability to Add New Users to Multiple Existing Calendar Events at Once.

It would be useful for adding a new user to existing events that they should be a part of. At the moment one must add them to each event individually which is most time consuming.
Guest about 1 year ago in  0

ability to select certain value items in a settlement memo

Some bigger cases we get a partial payment. So instead of zeroing each value items that you don't want to include in settlement summary let us select items to include in settlement memo (same situation for Med Pay payments or TTD)
Guest about 1 year ago in  1

Remove auto population from the new Message screen.

As it exisits now, the auto population feature for messages in Neos is backwards. Depending on what field you begin with, incorrect information is being presented and/or replacing desired information. Example: When a caller is listed, their phone ...
Guest about 1 year ago in  0

Activity Feed updates in real time

There is a tremendous lag in the updates on the activity feed, 3 to 4 hours in some cases. This tool would be more beneficial if there wasn't as much lag and if it would auto refresh as well.
Guest about 1 year ago in  0

Email Intake

Is it possible to send a link to a potential client to input intake information?
Guest about 1 year ago in  0

New "Related Contacts" button is Read-Only

The new related contacts field in the upper right of a case is great. However, you should be able to click on any of the listed providers and open the contact side-widow to view full contact details, revealing the standard functional contact links...
Guest about 1 year ago in  0

Abitliy to E-Mail Non-Contacts through Neos

Often we have to send emails on a case to someone who is not in our contacts, nor do we want to add as a contact for a number of different reasons. Currently the only way to do this is to open Outlook and then tag the message. We would like a dedi...
Guest about 1 year ago in  0

Calendar Reminder - Add ability to set default value per staff

Default now is "None". If someone forgets to set the reminder, of course they will not receive a reminder. It would be better to have a default reminder.
Guest about 1 year ago in  1