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

The new design is great but VERY bright. I feel a dark mode option would be very well received.

For me personally, the checklist is one of the main things I use. The entire top half of my screen in Neos just says Good afternoon in huge letters, wasting a ton of space. The other half shows appointments, but I personally don't have a need for ...

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.

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. ...

When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously ...

In the case calendar and in the global calendar when a users added a event he becomes the organizer of that event. After going in the event and removing himself and saving. When he goes back in the event is still on his calendar.