Ideas & Enhancements
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Changing "Contact" to "Company" in a Person Provider Entry Address entry

When adding an address to a provider that is a person, there is no field for "Company." There used to be, but it seems to have been replaced with "Contact," which is a little redundant in a provider entry that is an individual. The contact is the ...
Guest over 1 year ago in  0

Option to select company after a check request is submitted to QB Integrator

In Neos, if a company is not selected after requesting a check by clicking "Add, more", there is no option to select what company the check is coming from before it's sent to Quick Books. This should be a feature offered in the integrator. It shou...
Guest about 2 months ago in  1

Add Subject to Messages

We would like to see a subject option for text messages just like there is for notes
Guest 7 months ago in  0

Add ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest about 1 year ago in  0

Re the end of Jan 2022 search capacity update: Please alphabetize the results; Lastname, Firstname. It is time consuming to scroll thru a million last names of Smith. Additionally fix the "Please add more details" link/section in this "Ideas & Enhancements" area. It does not open, allow me to enter any characters & the "attach files" link does not function. Hence, this resulting long entry.

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Guest about 2 years ago in  1

Be able to see if another staff member tagged an email

It would be extremely helpful to be able to see if another staff member already tagged an email. Without this, we have to check the NOTES tab to see if it is in there already.
Guest about 2 years ago in  0

Neos Today Calendar - Only show items that are Open

As calendar events are marked as Done or Canceled, they should be removed from the Neos Today calendar as they are no longer required for the day. the user should have an easy place to go to see what is active for the day, which is what Neos Today...
Guest over 1 year ago in  0

Emoji translation in text messages

Many clients include emojis in their texts back to us, and they show up in the system as question marks (?). If the system to translate them to the correct character (or even read them into the system the way voice-assisted messaging does), that w...
Guest 7 months ago in  0

Neos - Default Search Selection

Default Search Selection, Would like there to be a way to select a default search setting per user for those who like to search by case number or any other options available. (All, Name/Aka, SSN, Case #, Alt Case #, Email, Name ID, Any Phone, City...
Guest almost 3 years ago in Search 1

Ability to tag delivery receipts and read receipts from Outlook to Neos

Delivery receipts and read receipts are important to a case for proof of service and need to be able to be saved to a case.
Guest 11 months ago in  1