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"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS

Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...
Guest over 1 year ago in Integration 5 Planning to Implement

Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
Guest over 2 years ago in  12 Planning to Implement

When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
Guest almost 2 years ago in General 2 Planning to Implement

Add names of clients to provider usage list

When you run provider usage for a specific provider, the list only shows case number and not the actual client name. It also does not allow you to access the case from the list.
Guest almost 2 years ago in  0 Planning to Implement

Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.
Guest almost 2 years ago in  0 Planning to Implement

Add a "Select All" option to Case Docs Tab

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.
Guest almost 2 years ago in General 1 Planning to Implement

Update folder name in case and sharepoint when party name is updated

Currently, when updating the party name when a case is already created the folder name does not change. To keep it consistent it would be helpful to have the folder name in the case tab and in Sharepoint to update to the new name without the link ...
Guest about 2 years ago in  0 Planning to Implement

Sort Phone numbers

Have the option to sort phone numbers instead of having to delete and re-enter phone numbers in the order you want it saved.
Guest almost 2 years ago in General 0 Planning to Implement

The Neos logo over the sidebar should take you to the Home Screen

You should be able to click on the icon and take you back to the home screen with your appointments and checklists
Guest over 2 years ago in General 1 Planning to Implement

Neos - Remove 'Add Note' Button from Header

Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.
Guest almost 2 years ago in General 1 Planning to Implement