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Email Intake

Is it possible to send a link to a potential client to input intake information?
Guest 8 days ago in  0

Abitliy to Export Reports in Word/docx. format

While you can export Settlement statment reports into .pdf or .docx., all other reports in Neos can only be exported as a .pdf, preventing the abitliy to make any edits/changes. Would like to export all reports as either .pdf or .docx.
Guest 10 days ago in  0

New "Related Contacts" button is Read-Only

The new related contacts field in the upper right of a case is great. However, you should be able to click on any of the listed providers and open the contact side-widow to view full contact details, revealing the standard functional contact links...
Guest 10 days ago in  0

Abitliy to E-Mail Non-Contacts through Neos

Often we have to send emails on a case to someone who is not in our contacts, nor do we want to add as a contact for a number of different reasons. Currently the only way to do this is to open Outlook and then tag the message. We would like a dedi...
Guest 10 days ago in  0

alphasights

AlphaSights is a next-generation information services firm working alongside the world’s leading investors, strategists, and decision-makers. From its four global knowledge hubs in London, New York, Hong Kong, and Dubai, the company connects its c...
Guest 11 days ago in  0

Vital Fixes for Quickbooks Online

1) The memo data (client name, id info added) from case expenses in accounting tab should pull into the MEMO box of Quickbooks Online. Right now it is transferring the data to the Description of the check which does not print to the check. It is i...
Guest 12 days ago in  0

Advanced Search - Add column for Age at DOI

To me this seems like a simple calculation and should be an available option or column in Advanced Search.
Guest 12 days ago in  0

Direct Message from a List Entry with information from that entry

We have a list tab that is used by our Investigator and would like to be able to message from a specific list entry on the case to another Neos user with specific information from that entry. Essentially we would want to Add 'Send Message' under t...
Guest 12 days ago in  0

Ability to see the ID code in the header

We would like to see the ID code in the header so we can easily identify if a client is a spanish speaker or other assistance is required.
Guest 13 days ago in  1

Neos Case Number added to Note

When we print a note, it would be GREAT if the Neos number was also printed on the note. The client's name is provided in the top right corner, but the Neos number would be equally as helpful.
Guest 13 days ago in  0