Ideas & Enhancements
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Value Tab- Have the list pull items in chronological order.

It would be helpful to have the list be able to pull the medical providers into documents from the value tab in chronological order of treatment rather than in random order.
Guest 8 months ago in  3

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
Guest about 1 year ago in  8

Be able to sort documents by tag.

It would be very useful to be able to sort ascending or descending tag column or any column in the document tab.
Guest 4 months ago in  6

Check box for value item to show it was confirmed or reduced

This will allow for ease to know whether the amount was confirmed or reduced without having to click into the item itself.
Guest 18 days ago in  0

Ability to flag important notes like we were able to do in Needles.

You can quickly check the important notes of a case without having to comb through hundreds of entries
Guest about 2 months ago in  0

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.
Guest almost 2 years ago in Companion Cases 23

Email from case, add assigned staff to list of emails, allow CC and BCC.

Email from case, add assigned staff to list of emails, allow CC and BCC.
Guest 5 months ago in  2

On the value screen, the DTF shows up even when the check has NOT been cut yet

The request to have the value tab mark transactions to be marked "DTF" after the check has been cut within QuickBooks.
Guest 19 days ago in  0

Add option to auto delete tagged emails within the Outlook add-in

Add the ability to delete tagged emails similarly to the option offered in Trialworks for filled emails.
Guest about 2 months ago in  0
120 VOTE

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...
Guest about 3 years ago in Integrations 9