Ring Central Recorded Phone Calls and Ring Central Voicemails in case file
If a case manager misses a phone call and the client leaves a voice mail can that automatically go into the case file of the client and the same with a recorded phone call
Schedule Mass Texting / Scheduled Individual Texting
Schedule Mass Texting / Scheduled Individual Texting - Client reminders for treatment, client happy birthday text message, client requested updated. We would like to have both indvidual scheduled texting as well as group/mass texting
NEOS NEEDS SHOUld INTERGRATE SMS TEXTING FROM RING CENTRAL INTO ITS PLATFORM
Neos should integrate not just ring central calling but ring central texting as well. Many ring central phone numbers also have texting implemented. When a client text a ring central phone it should automatically go into the client file that way y...
Typically, incoming mail is bulk scanned and separated into files. You should be able to bulk imput those docs into the system. So when you dragged 10 documents over you could have multiple inputs to put the items into many cases at once. You also...
Would be super useful to be able to calculate dates-in-status for cases. This function would allow reports to be more compressive and robust. Please either add this to advanced search or make it a default report option.
Neos - Post new note to all companion cases without copying the note after it has been created
Currently, you have to create a note for 1 case and then copy it using the Bulk Action menu from the case note list view. It would be nice to see ability to attach notes to companion cases while it is being created.
Neos: Be able to modify as a default setting what goes into the memo line on check
When exporting a check using the Neos-QuickBooks integrator, it auto-populates the Case # - LastName, Prefix FirstName on the Memo line taking up space for what we want to actually place on it. It would be nice to have a global setting that contro...
While I appreciate Neos' built-in text-via-email feature, using an office-wide service like Text Request for communicating with our clients is essential. I'd LOVE to be able to integrate the two systems.
1
0
0
