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Neos - Open Audio files in SharePoint, not direct link

Currently inside of Neos, whenever you try accessing an audio file of type WAV, the file will be brought up with a direct link to the sharepoint file, IE: https://[domain].sharepoint.com/[folders]/[filename].wav This is extremely unfavorable for a...
Guest about 3 years ago in General 0

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.
Guest over 1 year ago in  0

Notes field accessible to contacts that aren't providers

When putting a regular contact into Neos, it would be helpful to have a place to describe why this person/contact reached out or what they needed.
Guest 7 months ago in  0

Make due dates changeable on Invoices

Right now the invoices all default to 30 days for payment. The Aviation Division in our firm would prefer they pay as soon as possible so when the proper documents arrive there is no delay in reviewing them. If that is not possible maybe there is ...
Guest about 1 year ago in  0

Notes - Require Clicking the Pencil to edit the note in the sidepane

Require clicking the pencil to edit the body of the Note in the sidepane, and keep that active unless you click off into another screen
Guest over 1 year ago in  0

SSO module requires you to click next to login in, hitting enter on your keyboard does not work.

When prompted for the company ID with the SSO module hitting enter does nothing. You have to actually click next to login. Not a major issue just some quality of life.
Guest 7 months ago in  0

Pin the Header/Banner Open

We used to be able to see all of the information in the case banner. Now you have to click on the drop down icon to see that information. We would like the ability to keep that pinned opened.
Guest about 1 year ago in  0

Copying case dates to companion cases

The program should have the ability to copy over case dates from one companion case to the other. Same feature that is available through bulk actions for documents, insurance tab, counsel tab, etc.
Guest about 3 years ago in General 0

Messages and Intakes - Ability to have multiple windows open

Ability to have multiple windows open as it would help when receptionist is answering phone she may have to dual task .
Guest about 3 years ago in  1

Mailing list option of general and unselected is no longer available.

If mail was returned and the address was no longer valid for the individual, the option to unselect that address from any mailing list was available until an updated address could be input. without this option, we will end up wasting a lot of mone...
Guest about 3 years ago in General 1