Ideas & Enhancements
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Report subscriptions bi-monthly or every other week.

It would be nice to be able to run reports on a bi-monthly or every other week on a certain day.
Guest about 1 year ago in  0

E-mail and SMS Templates Language-Specific

We have English and Spanish speaking clients. Would like to be able to code templates so they generate conditionally based on the language code (we use ID code on party tab).
Guest about 2 years ago in Document Generation 0

Neos: Support Tagging an Email while it is in draft

Please add support for tagging an email while it is in draft and delaying the copy of information to the Notes tab until after the email is sent. Currently, the email draft is copied to Neos at the point in time of the tag, so any information adde...
Guest over 2 years ago in  3

Neos: provider card: Be able to select which account or phone number is the default contact

Currently it is not simple to change which phone number or email is the default contact. To do so you would have to delete and re-add numbers or emails to change the default. There should just be a toggle when you edit the number to make it the de...
Guest about 2 years ago in  0

Be able to put in both the callers information and the case information with out it cancelling each other out.

as of now you can not put in a caller information and the case information because it automatically changes it to the case info . There should be a way you can add the caller and the case info. into one message without it changing to one or the ot...
Guest about 2 years ago in  0

Neos/Needles 5 - Allow additional genders to be added to the Gender select in the party tab

Currently the genders tab only allows for three genders to be used, Male, Female, and unknown. Due to the evolving needs of our users and their clients, an adjustment is needed to this to allow for the inclusion of additional genders, either as a ...
Guest about 3 years ago in General 0

Neos Reports: If I want to copy an existing report that is categorized, I am not given the option to save the new report in a different category

Neos Reports: If I want to copy an existing report that is categorized, I am not given the option to save the new report in a different category. If the report is a management report, but I want a copy of this report in a different category, I am ...
Guest over 1 year ago in  0

have Neos offer file-name suggestions based on the email subject line, as in TW -

may save the search (aka time). Also, have it jump to the 1st letter of a typic, vs. Having to scroll through an endless list of redundant suggestions.
Guest 6 months ago in  0

Make More of Provider Name Visible For Letter Templates

Allow us to scroll right to see the full provider name when we are on the template screen to make letters. This will allow us to be sure we are selecting the correct provider when we create letters as clients often go to several providers and the ...
Guest over 2 years ago in  0

Numbering & Bullets

Add the ability to have numbering and/or bullets in case notes.
Guest about 2 years ago in  0