Ideas & Enhancements
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User would like to be able to change the date formatting for a date requested and received

In user tab 2 record/request they want to be bale to change the formatting when they generate a template instead of it defaulting to mm/dd/yyyy.
Guest about 3 years ago in General 0

Show multiple-day appointments on the main calendar instead of only as an icon at the top of each day

No description provided
Guest 10 months ago in  0

Add ability to remove calendar entries from a party's case calendar tab

Currently, when you remove a party from a calendar entry, the entry remains on that party's case calendar tab. You should be able to move it to another case if it was scheduled in error, or remove it from the case tab altogether if necessary
Guest 10 months ago in  0

Advanced Searches: Greater than or Equal To "Today" vs Selecting a Date

Right now when you choose "greater than" or "less than" you're forced to enter a date manually. It would be helpful if "Today", "Next 90 Days" could be an option as well so that I don't have to manually update the report to "today's" date. This wo...
Guest 10 months ago in  0

Need the Ability to Test Templates Prior to Saving it as a Template

Need to add a Test function to the Word Add-In to ensure that the template being created bookmarks work and formats as expected PRIOR to saving the document as a template. Nothing like having to save a template in Neos, go to a test case, generate...
Guest about 3 years ago in General 0

Neos - Ability to send Case Note via Neos message

Sometimes instead of tagging someone in a Case Note, a private message needs to be initiated regarding that note. We can send it to email, but not via Neos messages to keep all communication within the site.
Guest about 3 years ago in  1

ability to save multiple emails at a time from outlook to Neos

Ability to save multiple emails at a time from outlook to Neos. and the .msg going from outlook to the case folder without having to create a new folder . This was a feature in trialworks where you could open the .msg in outlook and was promised f...
Guest almost 4 years ago in Messages 0

Add the code description to the Class Code drop-down window

Add the code description to the Class Code drop -down window. This would help users to select the correct class code for each case - not everyone is familiar with the description for every 3-character class code. This would be helpful for all staf...
Guest about 3 years ago in General 0

Cloud - Change Red Flag note from "add note" to "red flag"

The label for the old “red flag” screen is now called “add note.” It’s confusing – at least at first. I think that it should go back to “flag” or something like that. The “add note” tab, wrongly suggests that one is adding a case note – instead of...
Guest almost 4 years ago in  0

Provider Information - More info when searching from tabs

Add ability to pull in more information when searching for a provider on a tab so you can see additional info about that provider. Also allow ability to see more information on the actual tab about the provider (like notes).
Guest over 1 year ago in  0