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Schedule Mass Texting / Scheduled Individual Texting

Schedule Mass Texting / Scheduled Individual Texting - Client reminders for treatment, client happy birthday text message, client requested updated. We would like to have both indvidual scheduled texting as well as group/mass texting

Guest 9 months ago in 0

2 VOTE

Customizable Sections should have more visually appealing tabs/icons/colors and look better when creating

Guest 9 months ago in 0

2 VOTE

NEOS NEEDS SHOUld INTERGRATE SMS TEXTING FROM RING CENTRAL INTO ITS PLATFORM

Neos should integrate not just ring central calling but ring central texting as well. Many ring central phone numbers also have texting implemented. When a client text a ring central phone it should automatically go into the client file that way y...

Guest 9 months ago in 1

2 VOTE

Dragging documents from Neos to an outlook email

We Would like an update where we will be able to drag documents from Neos to an Email using Outlook, just like we can drag documents to Neos from a folder.

Guest 9 months ago in 2

2 VOTE

The "Send Email" Button in the Notes Tab Should Have More Info Filled In Initially.

In notes tab, when you hit "Send Email" at the top right, the window pops up. All of the information is blank though. The subject line should be filled in to include at least the case name and number. Also, the dropdown email should include all pa...

Guest 9 months ago in 0

2 VOTE

Type name of companion group to add.

It would be time saving if you could type the name of the companion group to add instead of having to scroll through the long list of companion groups.

Guest 9 months ago in 0

2 VOTE

Option to Choose if Time Entries Appear in Value tab.

Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...

Guest 9 months ago in 1

2 VOTE

Option to Choose if Time Entries Appear in Value tab.

Guest 9 months ago in 0

2 VOTE

Add more tags for PDF Editor

The tag options for PDF Editor should line up with the tags available for MS Word. This will ensure the same functionality

Guest 9 months ago in 0

2 VOTE

Ability to Import Value Items or specific case information

It would be super helpful to be able to Import Value Items and/or specific case information for single or multiple cases at once.

Guest 9 months ago in 1

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