Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

FILTER BY CATEGORY

General

Showing 618 of 1614

Neos - Customizable Fields in general tab that also shows on quick view and general ribbon at top of case

Much of the time, Neos is being used to store the data for searching later. Often this 'general' data is found in multiple different tabs within neos, or may require scrolling through several pages to get to the data needed. Efficiency is key so t...
Guest over 1 year ago in General 1

NEOS - Mass Mailing

It is currently not possible to generate documents for Mass Mailing in Neos. This functionality existed in N4 and N5.
Guest almost 2 years ago in General 1

NEOS - Sort by date in case folder view

The ability to sort by the date in the case folder view of the Documents Tab.
Guest over 1 year ago in General 2

Neos - Template Generation - Add Ability to Generate a Document for Multiple Providers at once

Add ability to generate a template on a case for multiple providers at once. For instance - a medical records request letter that can be generated for 4 providers at once - generate 4 letters with the different providers as addressees - right now ...
Guest over 1 year ago in General 2

Neos - Add Ability to drag and drop Party Photo on Party Tab

Neos - Add Ability to drag and drop Party Photo on Party Tab
Guest over 1 year ago in General 0

NEOS - Advanced Search - Add Intake Table

It would be nice if the Advanced Search had the ability to creating listing reports for intakes as well.
Guest over 1 year ago in General / Search 0

Needles Today Customization

It would be a welcoming feature for users to be able to add, change, and remove information from the Needles Today screen. For instance, a user may not always have checklist item's or appointments on their calendar, or may require other useful inf...
Guest over 1 year ago in General 1

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file
Guest over 2 years ago in General 1 Already exists

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

Neos - Report Criteria from User Defined Directories

As far as I can tell, we don't have the ability to add user defined fields as report criteria. This restricts the flexibility and customizability of reporting. The point of adding a user-defined field or directory to the database at all is so it c...
Guest about 2 years ago in General 0 In Development