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Single Spacing in Notes Tab

As of now, the spacing in Notes is double-spaced. It is more beneficial to have notes single spaced so it's easier to read and doesn't look like multiple rows/paragraphs.
Guest about 3 years ago in General 2 Future consideration

Neos Today Appointment should scroll to the current time you are viewing

When you log into Neos, the Neos Today - Appointments should accuractly reflect the current time. The default would be to show any "all day events" and then start at the earliest appointment. If the User logins at 3:00pm the view should already be...
Guest about 3 years ago in General 0

Searching for Provider to add party to case causes Neos to hang

Use case - the firm has repeat insurance company parties and to insert that party requires a user to type name > click search > search pane opens > delay of 5-6 minutes to show results. The resulting provider is listed in 25K, 10K, 5K, ca...
Guest about 3 years ago in General / Search 0

User would like to be able to change the date formatting for a date requested and received

In user tab 2 record/request they want to be bale to change the formatting when they generate a template instead of it defaulting to mm/dd/yyyy.
Guest about 3 years ago in General 0

Value Tab

Please add a column where we can select "Paid By" to be included in the viewing option
Guest about 3 years ago in General 0

Liability Button

Add an option to include a button we can select that the liability is denied. It can be modified to where it instead of saying "Accepted Liability?" and a checkbox why not have it changed to "Liability Determined?" and three boxes where you can ch...
Guest about 3 years ago in General 0

Bulk change of Document Type on Case Docs Tab

Currently we can drag & drop/upload multiple files and bulk set the Document Type which is awesome. It would be nice to be able to bulk change the Document Type after the item is already uploaded. For example someone mistakenly uploads multipl...
Guest about 3 years ago in General 2

Two Factor Authentication - Do not allow users to disable

Do not provide option for staff to override what the firm has set by giving them the option to "do not ask for 30 days".
Guest about 3 years ago in General 0

The option to copy the memo from a Case Expense item to DTF

Would like the option to copy the Memo from a case expense item to a due to firm item within Neos
Guest about 3 years ago in General 1

The ability to copy name and address from the Party Tab in NEOS like you could in N4

In N4 you could right click in the party tab and copy the Name and Address of the party however you cannot do this in Neos.
Guest about 3 years ago in General 3