Ideas & Enhancements
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If you are in the text message thread, you should have an link to the client's case.

This panel should have a way to go directly into the case from the text thread.
Guest 4 months ago in  0

Allow Attachments to be saved to Email being sent when tagged rather than having to go to Sent folder to tag email to get documents to attach to email being sent.

When I am sending an email, I have to send the email, then go to the sent folder and then tag the email so get the documents to attach. This is very inefficient. When using Needles, I could hit "Send and Post to Needles" and never had to go to the...
Guest 5 months ago in  0

NEOS Notifications Sound

It would be great if we could have a "ding" or some sound notification when a notification is received so that we don't have to always be looking at the screen to know we've received a new notification.
Guest about 1 year ago in  6

Auto-populate Document Type field when generating docs from checklist.

When there's a default Document Type assigned to a specific document template, generating said document from the Case Docs tab (correctly) auto-populates the Document Type field. When generating a document from a checklist task, it does not.
Guest 2 months ago in  0

Report Subscriptions: Allow multiple subscriptions

I have a need to send a report multiple times a day to more than one person. This is currently not an option.
Guest 15 days ago in  0

Make attachment visible in Value Tab Notes

A Note created in the Value Tab, with an attachment should be visible in the Value Tab. This will help Accountants/Bookkeepers see/download/print the attachment in the Value Tab Notes where the complete value entry is visible. Right now, you have ...
Guest 2 months ago in  0

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

Email Font/Size/Color - Ability to change Neos' email default setting in Staff Profiles

Writing styles are very personal, and this extends to how our emails look and present to the reader. With Neos being a highly customizable program with an integration to Outlook--which is highly customizable as to theme fonts, size and color--it w...
Guest 4 months ago in  1

Due date on a checklist item should not change to the current date when marked completed

The "due date" should be maintained and another column "date completed" should be added. It is important to be able to see that original due date without having to go to the activity feed to view the change.
Guest 10 months ago in  1

Apply Only Intake and Unphased Checklist Items to Intake Checklists

Intake checklists currently import all of the checklist items from the Primary Checklist of a Case Type regardless of the phase. Intakes also only allow only one staff member to be assigned at a time, for Case Types with more robust checklists, th...
Guest over 1 year ago in  6