Ideas & Enhancements

User made the selection for there to be an option for permission group permissions to override indv selected permissions. Because it can be challenging to go back and click inherit on every staff profile permissions section.

Would be great if Neos would seamlessly integrate with Ring Central and allow users to select Ring Central as the phone app.

Currently if you want to integrator neos with QuickBooks you have to have a windows computer since the installer is windows based. Or a vm/parallels with windows running on a mac. User would like to be able to install the integrator on his mac

having the option to dictate in Notes would be helpful

this would be helpful to allow third party answering services to schedule consults or potential clients without having to call the office, etc. many people just want to book a consult without having to call the office.

It would be very helpful if I could get an email of any Neos messages when I am not signed into Neos. This is one feature the old Needles program had that was very helpful. Please add this ability.

It has been requested that custom timeframes for calendar items be added to Needles5.

Users would like the option to add more colors to the all around display of Neos to make it brighter. Maybe have different display themes for users to set up on their specific profiles.

When you are generating a document and using information from a list tab, it would be nice to be able to choose what columns display when making the selection from that tab.

It has been requested that multiple cases be able to be linked to one folder in sharepoint, enabled or disabled as a special permission in the user's staff profile.