Ideas & Enhancements
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Needles 5.0

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Make the Global Menu Bars (Main menu left & Top menu Search) the same darker color

This would be helpful for users to easily distinguish the Global menus available in any screen in Neos.
Guest 10 months ago in  0

Neos: attach email attachments to case when composing new email

When composing a new email, you are unable to attach a file to a case. Once the email is sent, you have to go into the sent items to tag the email. It's not convenient to have to send it first before tagging everything.
Guest over 3 years ago in  0

NEOS- Display Multiple Time Zones on calendar items

Often clients will have multiple types of insurances on a case with active negotiations through the same company. Currently, it only sorts by company, and allowing sort by policy type will
Guest over 2 years ago in  0

Firm Address - Multiple Locations

Some firms have multiple locations as well as multiple phone numbers and maybe also a separate phone number for those who do not speak English. They would need to be able pull these fields into documents.
Guest over 3 years ago in General 0

Certificate of Service Information Should be Selectable

I envision when setting up the certificate of service for the firm that, you can select what is included with checkboxes. For instance: _____________________________________ Check the items below to include in your Certificate of Service Paragraph...
Guest 10 months 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

Ability to save word document as a PDF right from casedocs

We should have the ability to save a word document as a PDF directly from CaseDocs. That way - if I draft a settlement acceptance letter from templates, I can save it as a PDF directly and then fax it. Now we have to hit Save As in Word, and then ...
Guest over 2 years ago in  0

Import and Merge New Fields To Existing Providers

It would be nice to be able to import a CSV and have it update information to current providers. Example: Add in missing salutations or company names.
Guest 10 months ago in  0

Button to Associate Contacts with Case through Address Book or Related Contacts

Since you can access Related Contacts in a case, it makes the Case Contacts partially redundant. However, without that tab, there is no way to add contacts to a case. There should be either a way to relate additional contacts to the case through t...
Guest 10 months ago in  0

Change Received From field in exported QuickBooks items

When exporting items from the Neos Integrator to QuickBooks, the listed party on the items always matches the primary party from the Neos Case. Once imported into QuickBooks, these transactions list as having been "Received From" this primary part...
Guest 10 months ago in  0