Ideas & Enhancements

It would be helpful if notes could automatically be copied companion cases, or alternatively, a select box to do so, instead of having to use the Action function after you post the note. It's too many steps as it is.

It would be awesome if we could have rich text or html abilities in neos messages so we can do things like underline, and create bullet pointsand linkswithin the message.Presently, the messages are plain text only, do you cannot do things like bul...

Would like the ability to search AKA names in the format of FIRST LAST instead of only LAST, FIRST.

We need the ability to record the client's driver's license number in the party tab in case view.

Allow rich text menu to apply formatting, such as font size, color and adding of picture and/or document.

It is custom in almost every practice (firm or doctor's office) that documents are sorted by the most recently saved document. If Neos can't provide their customers with the ability to sort in the folder view, then Neos, should at least change th...

It would convenient if we were able to organize the tab setup on the side panel of a case, so we can have it the way we feel is best.

It has been requested that when a Zip Code is added with its 4 digit extension, that the City and State Autopopulate in Neos. Currently this is not happening.

Similar to NEED50-I-520However, would like for Neos to have the option to leave an item on the calendar to mark the original calendar item that has been rescheduled after having rescheduled the event item. Updating the former entry as rescheduled ...