Ideas & Enhancements
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Quick Fill Texts - Limit Access by Staff

The Quick Fill Text list is getting very lengthy - we would like to limit what options the staff see by staff member and/or department. So the SS department can only see SS related Quick fills, etc.
Guest over 1 year ago in  0

Add a scroll function to text directory

In the texting screen, the directory for previously generated texts will extend past the visible screen if there are enough options, with no way to view what is above without zooming the screen out. A scroll bar would counter this.
Guest over 1 year ago in  1

Neos: Please add an option to condense the size of a Name field

we may not need to see the contact information and it takes up a lot of real estate on the tab.
Guest over 1 year ago in  0

Making adding a note 1 click, not 2.

Currently, to add a note you need to click twice. The first click brings up a small dialogue box. You then need to click a second time to get to the "details" screen, the only place you can access the "topic" drop down, which must be selected befo...
Guest over 1 year ago in  0

Invoices need more functionality

we should be able to request or create invoices for providers not just the parties involved in the case
Guest over 1 year 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

Group Checklist Summary by Client

On the Value Tab you can have it grouped by Med, LIEN, ETC. I would like Checklist Summary to be able to be grouped by clients to where it condenses down my checklist but shows me how many items are due for that client in the date range entered. I...
Guest over 1 year ago in Checklist 0

Sync Outlook Contacts into Neos

Have the ability for outlook contacts to be synced into Neos
Guest over 1 year ago in  0

Other Permissions tab Labeling needed.

Under the Permission Group or individual user Permissions it would be nice to have a label that indicates what the top drop downs are. Maybe even giving it a little info “star” that describes what it is used for.
Guest over 1 year ago in  1

Roll due dates or reminders away from weekends or holidays

It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
Guest over 1 year ago in  0