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Neos - Add notification for user/admin when the link has been broken between Neos and Office 365

When a user changes their Outlook password or 2FA needs reauthenticating they should receive a message to reactivate their email through the Staff profile.
Guest over 2 years ago in  0

Neos - Add the ability for the Value Category from the CASEEXP to write to Value Category in the corresponding DTF item.

By writing the value category to the DTF item, you are able to group the advanced expenses in the settlement memo and reports by the category.
Guest over 2 years ago in  0

Give more options to modify margins for exported advanced search reports

When exporting an advanced search report, there are few limited options for modifying the exported pdf. Please provide an option to allow the modfication of the margins to look closer to the legacy reports which are printer friendly as they curren...
Guest over 2 years ago in  0

Top 25 cases only showing in search

We have clients with more than 25 cases. The search only shows the Top 25, of which some of those top 25 cases are not even opened anymore. While some of our open active cases are not showing on the search list at all. We have one client in partic...
Guest over 2 years ago in  0

Archive Companion Groups

the list just keeps getting longer. would like a feature to be able to archive companion groups whose member cases are all closed, with its own permission checkmark.
Guest over 2 years ago in  0

Change Default Calendar Appointment Duration

Would like to be able to change the default calendar Start-End time? Right now, if you are on the Calendar, and you Add and Event, it will default to a time of 15 minutes for the appointment. However, if you are in the client’s case and go to Case...
Guest over 2 years ago in  0

Special Note: Add the ability to pin or keep open the contents of the Special Note

Our very large client, Azar & Associates, may be migrating to Neos. They rely heavily on the Red Flag/Special Note. In Neos, when you click in a field, the Special Note data minimizes to one line. They would like the option to keep that field ...
Guest over 2 years ago in  0

Add clinic/office for provider and display it when searching

With providers, it would be helpful to have a field indicating what clinic a provider is working for and it would be especially helpful if that information appears alongside info like “address” and “case” when you search or at least displayed in t...
Guest over 2 years ago in  0

Add insurer/company for adjuster and display it when searching

With some adjusters working for multiple companies, it would be helpful to have a field indicating which insurer an adjuster is working for and It would be especially helpful if that information appears alongside info like “address” and “case” whe...
Guest over 2 years ago in  0

Linking items from User Defined Tab to Value Tab

Would like the functionality to have data from the two tabs linked. It could be something as simple as making it within the layout managers that we can have linked fields, where you can select a predetermined field on another tab to pull informati...
Guest over 2 years ago in  0