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Cloud - Send Message from Case

In previous versions of Needles, you could send a message from the cases from the case tab. In Neos, you have to open up a message and then link it back to the case. It would be nice to have the "Send Message from Case" option back.
Guest almost 4 years ago in Messages 0 Shipped

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 over 3 years ago in General 1 Shipped

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 almost 4 years ago in General 1 Shipped

Be able to maximize screen size for notes in value tab entry

No description provided
Guest about 3 years ago in General 2 Shipped

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 over 3 years ago in General 0 Shipped

Make it so that you can add a subject line in email from Neos (without having to open Outlook)

It just helps save time. Most adjusters need claim #s in the subject line. I send my faxes through email so it would be helpful to be able to just send the email straight from Neos but it requires a subject line. Right now the way it is set up - y...
Guest over 1 year ago in  3 Shipped

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 over 3 years ago in General 1 Shipped

Expand the size of the comment text box for user defined tabs.

Expand the size of the comment text box for user defined tabs. If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data ...
Guest over 3 years ago in General 1 Shipped

Allow Option to Expand Case Header

Allow Option to Expand Case Header to appear as it did prior to the update on 03/16/2023.
Guest 12 months ago in  2 Shipped

NEOS - Show Party Role

Search should show the parties role in a case in the boxes that appear to list the cases that a party is affiliated with after you select a party.
Guest over 3 years ago in General 1 Shipped