Renaming documents - We should have ability to rename a document or multiple documents upon saving it into Neos. The way the program is set up, you can only save it and then have to take unnecessary time to go into the docs tab just to rename the document(s).
Neos Insurance Tab: Add option to duplicate, like we have on the document tab.
There may be times I will need the same insurance in a single case more than once. Duplicate would save us the time of re-entering the insurance info from scratch.
If i have more than 50 notes, and I'm looking at note 9 of 50 and scroll back wards, I can't get to the notes before 1/50. If I exit the notes and go to the note right before 1/50, it says 0/50, and I can't scroll. I filed a ticket (214-961) on th...
We need a color coding system for fast checking. I think that we could merge the current system with an updated color coding system by having a person's initials on the side, but then have the whole box change based on the activity. That way there...
Neos Calendar - Ability to Change the Organizer of an Event, a Co-Organizer, or select a default Organizer firm-wide
Currently, we cannot change the organizer of an event. If a case is reassigned, the former staff cannot remove themselves from the event. I suggest the ability to add a co-organizer or be able to select a default Organizer, such as a non-staff cod...
Please allow the "Description Field" on invoices be the Timekeeper's description. Please allow the TIME billed date in the description field as well Currently your invoice is not what I as a client would want to see. I would need to know details o...
Ability to send a text message to a provider that does not have a case entered
Before the most recent update, you could send a text message to a provider and that message would post to the notes in that provider. You can no longer send a text message at all to a provider unless they have a case entered to post the text messa...
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