Ideas & Enhancements
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Adding Credit Transactions to a Value Item

Currently the way to balance out a value item that has a credit transaction added is to set the Total Due to a negative value. This is inaccurate accounting wise. Would like a way to add credit transaction details to a value item without having to...
Guest almost 3 years ago in  0

Birthday/Christmas list - show up on the party tab if they are on list

No description provided
Guest almost 3 years ago in  0

Easier Ability to Copy Notes to Companion Files

It would be helpful if notes could automatically be copied companion cases, or alternatively, a select box to do so, instead of having to use the Action function after you post the note. It's too many steps as it is.
Guest almost 3 years ago in  0

Rich Text/HTML capabilities in Neos Messages and document links

It would be awesome if we could have rich text or html abilities in neos messages so we can do things like underline, and create bullet points and links within the message. Presently, the messages are plain text only, do you cannot do things like ...
Guest almost 3 years ago in  0

NEOS - Searching AKA names

Would like the ability to search AKA names in the format of FIRST LAST instead of only LAST, FIRST.
Guest almost 3 years ago in  0

Ability to Add Driver's License in Party Tab

We need the ability to record the client's driver's license number in the party tab in case view.
Guest almost 3 years ago in  0

SMS Feature - allow for formatting as in Notes

Allow rich text menu to apply formatting, such as font size, color and adding of picture and/or document.
Guest almost 3 years ago in  1

Case Tabs - Allow Viewing of Data Across All Tabs at once at user level to allow for a flat view of a case

No description provided
Guest almost 3 years ago in  1

Sorting in folders

It is custom in almost every practice (firm or doctor's office) that documents are sorted by the most recently saved document. If Neos can't provide their customers with the ability to sort in the folder view, then Neos, should at least change the...
Guest almost 3 years ago in  0

Tab Setup

It would convenient if we were able to organize the tab setup on the side panel of a case, so we can have it the way we feel is best.
Guest almost 3 years ago in  0