Ideas & Enhancements
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Neos: Add friendly warning/error when attempting to email a document that is too large for email

Add friendly warning/error when attempting to email a document that is too large for email or too large to be recommended for email, such as 15MB+
Guest about 3 years ago in General 0

Flag important notes

Would be helpful to "favorite" or flag multiple notes that contain important/helpful info to be referenced throughout a case.
Guest about 3 years ago in General 0

Neos: In the Neos Calendar entry/detail, show Non-Neos staff Email Address that are invitees

In the Needles Neos Calendar entry/detail, show external invitees/guests that are also attending the Outlook meeting. Right now, if a meeting is added from Outlook, or created in Neos and later modified in Outlook to include external invitees or i...
Guest about 3 years ago in General 0

Neos - Advanced Search - Add Negotiation Date as a column option

Neos - Advanced Search - Add Negotiation Date as a column option
Guest about 3 years ago in General 0

Print Medical Notes

I need to print the entire medical note file for cases very frequently. Right now, all I can do is export it to excel and modify the document to what I need. It would be so much easier to be able to bulk print the medical tab.
Guest about 3 years ago in General 1

Neos: Add support for sorting in the Documents Tab - Folder View

Neos: Add support for sorting in the Documents Tab - Folder View Sorting is only supported in the List View. Please add sorting for Folder View.
Guest about 3 years ago in General 2

Attach document to calendar item

There should be the option to attach a document to a calendar item. We use this a lot with different types of events (ex: deposition notices to the date of the event); this eliminates our secretary from having to do extra work by searching the doc...
Guest over 3 years ago in General 0

Neos - Allow selection of Text Message domain when sending texts

Whenever you are sending text messages, the domain auto-populates with the multimessaging domain for the cell phone provider; however, due to some service plans, not all messages that are sent out are able to reach the customer. For instance, send...
Guest over 3 years ago in General 3

Allow the option to keep specific options as defaults in drop down menus

Allow the option to keep specific options as defaults in drop down menus, such as the negotiation type in the negotiation tab as an example. It defaults to insurance very time. An option to keep it at a specific one per user would be nice.
Guest over 3 years ago in General 0

User would like entries in the negotiations tab to display chronologically

In the "Negotiations" tab, entries will not sort properly by date. For example, when sorting newest to oldest, it will sort each year newest to oldest, but does not place the entries in different years in the proper order. This makes it frustratin...
Guest over 3 years ago in General 1