Ideas & Enhancements
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Value Screen Navigation

Is there a way to keep the value screen layout the way you set it up and stay that way while you are working in the value screen? I sort the dates in a particular order, go into a value entry for a particular date of service and when I exit that v...
Guest 7 months ago in  0

Email phone log generated from Communications Center

Need to be able to email or send internal notification of my notes from my phone call log generated from Communications Center to other staff member(s) to alert them of the call.
Guest 11 months ago in  0

Add Case Type to contact search results

Add a case type field to the search results to quickly find clients with the same name. Intake field already exists. Expand to include case type.
Guest about 1 year ago in  1

Return the Provider's Contact Info to the Preview Window for Value Items

Franklin D Azar reports that their Accounting Team used to be able to see the Provider Information in the Preview Window of a value item and now they cannot see it as conveniently and they would like this functionality restored please.
Guest 5 months ago in  1

When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
Guest over 3 years ago in General 2 Already exists

Add ability to move tabs in Neos like Needles

This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely severely hampers my productivity. Frankly, it feels like I am operating a computer from the 1970's trying to navigate between cases. Adding...
Guest about 1 year ago in  0

Add ability to move tabs in Neos like Google Chrome (rearrange, pull out, etc.)

Add ability to move tabs in Neos like Google Chrome (rearrange, pull out, etc.)
Guest about 3 years ago in General 2

Need a way to prevent text message replies from clients to not be delivered via imessage.

Currently, when a client responds to text message sent from Neos, the response is sent to the Neos user's respective email address. However, if both the text recipient and the staff person sending the text from Neos are in each other's iphones as ...
Guest almost 2 years ago in  0

Allow for reports/advanced search off of the activity feed - exportable data by employee, date range, etc.

No description provided
Guest 22 days ago in  0

Quickbooks Integrator should be able to recognize an inactive Payee or Provider

It would be helpful if the Integrator would be able to find inactive providers and payees in Quickbooks. This would save firms so much time, so we could mark them as active for new checks.
Guest 22 days ago in  0