Ideas & Enhancements
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Copy/Duplicate Cases

It would be beneficial if we could duplicate a whole case to make a new one from it, instead of being able to only copy certain tabs to a case.
Guest almost 2 years ago in  6

Should Be Able to Mass Update from User Defined Tabs

Under Mass Update, for our User Defined tabs, it does not recognize any fields in the tab, so I am unable to copy data from one companion case to another. Should be a feature just to copy an entire tab OR it needs to be fixed that Mass Update reco...
Guest almost 2 years ago in  0

Have Needles backup service run regardless of Server Reboot.

As it stands, the server needs to be logged into for the Needles Backup Process to resume after an automatic server reboot. It would be far more beneficial to have the backup service continue without the need for an individual to manually log back...
Guest almost 2 years ago in  0

Bulk Update Organizer

Add an option that bulk updates the organizer for multiple calendar events.
Guest almost 2 years ago in  0

Office Location field in Staff Profiles

With Neos being a Cloud Based Solution, it makes sense that there may be users in different physical offices. It would be nice to have a way to make a note of which user is in which office. Trialworks has a feature similar to this.
Guest almost 2 years ago in  0

Adding a Allow-Not Allow option in the Case Exceptions in Permissions

Add an option to the case exception to have an allowed to see/not allowed to see cases. This would allow people to block access to a whole case type and allow access to one or two cases easily.
Guest almost 2 years ago in  0

Zapier - If Last Name is not provided - auto create as Unknown

When an intake is imported via Zapier, the Last Name is required. If you don't have the Last Name, the intake gets rejected. It would be great if the last name could autopopulate to Unknown if it is not filled out in the triggering event.
Guest almost 2 years ago in  0

Add Case Number Column to Check Request Advanced Search

Add a Column for Case Numbers for the Check Request criteria in Advanced Search
Guest almost 2 years ago in  0

Neos | "Received From" field in QuickBooks displays Party and Case Number

When creating a deposit request in the Neos Value tab the Payor is displayed appropriately as the Provider's name and will also display accordingly in the integrator. However, when exporting to QuickBooks the Payor is displayed as the customer. It...
Guest almost 2 years ago in Accounting Integrations 0

Make Date Calculator accessible from anywhere in Neos

We really like using the date calculator, but it's only accessible on date fields - sometimes we like to calculate dates for other reasons, so we'd like to have that calculator accessible from anywhere in Neos. If it could be added to the sidebar,...
Guest almost 2 years ago in  0