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Ideas & Enhancements


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Neos: Value Tab Layout. Prevent resizing of the column widths

Same as the column order is remembered, the column size preference should be saved per user per case type. When you resize the columns, then open a value entry, and then go back to the list view, all of the column sizes reduce.
Guest about 2 months ago in  4

Reporting: All report views add a column for Date created / Date modified.

it would be very helpful in the All report views to have the columns for Date created / Date modified.
Guest 10 days ago in  0

Add the ability to add additional Phone numbers Neos API

When trying to integrate with third-party intake solutions there currently is no way to add multiple phone numbers. This causes an issue when a client leaves two or three numbers and these third-party documents it in the synopsis area but most of ...
Guest 10 days ago in  0

Mac Neos Add-Ins Do Not Allow User to Sign in With Microsoft Account.

Unlike the Windows Neos add-ins and Neos webpage, you cannot sign into your Neos account with your Microsoft email & password.
Guest 10 days ago in  0
229 VOTE

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.
Guest almost 3 years ago in General 14 Future consideration

Accounting Tab for QBO - Need to see what's in the memo line for the DTFs & Sort by Client's Name

We import DTFs to QBO by what's in the memo line & not being able to see it, makes that very difficult. We also are unable to import anything by client's name because there's not a column for client's name. We need to be able to sort by client...
Guest 14 days ago in  0

Due date on a checklist item should not change to the current date when marked completed

The "due date" should be maintained and another column "date completed" should be added. It is important to be able to see that original due date without having to go to the activity feed to view the change.
Guest 3 months ago in  1

Bulk Tagging Email in Outlook Using the Neos Plugin

Each day we receive multiple email on the same case, often pertaining to the same topic (tag). We would like to be able to apply the tag to multiple email at once or at the same time. This would save time tagging email to the case files in neos, a...
Guest 4 months ago in  3

Neos Texting: Send notifications ONLY to those assigned to the text conversation

Currently the functionality is to send notifications to staff assigned to the conversation AND the case. This causes a lot of unnecessary clutter in the notifications pane, especially for managerial staff members assigned to cases. Users would lik...
Guest 6 months ago in  17

Neos: Add option to "Favorite" merge templates

In the instance the merge template isn't linked to a checklist item, users would find it very helpful to be able to "Favorite" their most used templates. It is very helpful when you have hundreds of templates.
Guest about 1 month ago in  0