Ideas & Enhancements
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Prompt before deleting report

When deleting a report, pop up an "are you sure?" prompt that could stop users from accidentally deleting something they did not intend to.
Guest almost 3 years ago in  0

Automatically add new clients (cases that are opened) to the General Mailing List in NEOS (or at least have an option to turn it on or off) We just had to go back 6 months to add each new client one by one since converting over. Had a rep on the phone and said no way around it.

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Guest almost 3 years ago in  0

Neos: Permanently expand the More Details section of Calendar Entries

Most calendar entries are created for a case. By permanently expanding the More Details section or moving the case information fields to the top of the appointment the user will enter the appointment quicker and will require fewer clicks to create...
Guest almost 3 years ago in  0

Neos - Date pickers should either not automatically select today's date or should not automatically close when selecting a date

The date pickers currently open with today's date selected. If you click on today's date the date is selected. If you click on the date, it deselects the date closing the date picker and removing the current value if it exists. New users at our fi...
Guest almost 3 years ago in  0

Needles Integration with Vonage

It would be nice to be able to easily track text messages and calls from our Vonage accounts into the Needles software.
Guest over 4 years ago in Integrations 0

Calendar Status added in the mini directory should have settings for reminders

When a calendar status is created in the mini directory it would be useful to be able to set up whether or not you can receive reminders. Example: a vacated status was created and they wanted it to have no reminders like the Done status.
Guest almost 3 years ago in  0

Restrict Password Reset

We want our users to only log in using Microsoft. Can you add a permission setting to either restrict resetting their password for NEOS or add an option in their profile setting to restrict the way the log on to NEOS.
Guest over 1 year ago in  0

Ability to drag and drop tags when editing details of a document

I want my tags to be in a specific order. When I am editing the details of a document, I want the ability to drag and drop tags in the order I want so that I don't have to delete them all and re-add them.
Guest over 1 year ago in  0

Update the support website to explain how to delete/merge duplicate providers

You should update the website support to explain how to delete/merge duplicate providers. The online instructions are for 4.0
Guest over 4 years ago in General 0

Insurance Tab Preview Include Adjuster Email, Telephone Number & Claim Number

It would be great if the preview feature on the Insurance Tab would show the Adjuster's Email, Telephone Number & Claim Number. Currently is shows Insurance Type, Insurer, Adjuster, Party, Role, the insurance company name and telephone number ...
Guest almost 3 years ago in  0