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Ideas & Enhancements


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Neos Integrator - Auto-Refresh Records Per Page Setting upon saving

Currently, when changing the records per page setting in the Neos-QB integrator, the changes do not automatically refresh so the user has to manually refresh. Please implement the auto-refresh function in the integrator like we have in other areas...
Guest 3 days ago in  0

Modify text in Records box (bold, italic, font size)

Being able to bold, underline, etc. would save a lot of time during document generation so that the text could already pull in the correct format.
Guest 4 days ago in  0

Apply Only Intake and Unphased Checklist Items to Intake Checklists

Intake checklists currently import all of the checklist items from the Primary Checklist of a Case Type regardless of the phase. Intakes also only allow only one staff member to be assigned at a time, for Case Types with more robust checklists, th...
Guest 24 days ago in  5

A way to not lose track in Notes and Value tab

When reviewing either notes and/or value tab we would like the ability to fully open (not preview) a note or a value tab item and when we "x" out have that note highlighted so we don't lose our place. When reviewing 50+ items, it's hard to remembe...
Guest 3 months ago in  5 Planning to Implement

Mass Update from Advanced Search

People with the mass update permissions need the ability to run an Advanced Search and with the results be able to update any fields that they might have to change. An example would be searching for a phone number that could be listed on hundreds ...
Guest 8 days ago in  0

Batch print

We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...
Guest about 1 month ago in  0 Planning to Implement

Case Calendar Tab view and printing

it would be nice for staff to be able to see a Case Calendar in the view of an actual calendar or to be able to export it to a calendar view to save as a PDF or to print.
Guest 8 days ago in  0

Increase # of Notes that can be toggled

Neos only loads up to 50 notes to toggle through at a time, when you reach 50 you have to close the Notes viewer and scroll through the Notes tab to find the next group of Notes to read. Neos should load all notes at once.
Guest 4 months ago in  7

Outlook Add-In: Tagging More than One Email at a Time

It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
Guest about 1 month ago in  1

Add a separate permission for "Bulk Actions"

It is not safe or logical to give all staff permission to Update Multiple Cases, as that permission can cause a LOT of damage to the database if used incorrectly. Please add a separate permission.
Guest 9 days ago in  0