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When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.
Guest about 1 month ago in  2

Customizable Columns in Staff Directory

Currently, most areas of Neos where there is a list of entries there is also an option to modify the columns. On the staff directory there is no ability to modify the columns. It would be very helpful to have the column chooser functionality avail...
Guest 20 days ago in  0

New calendar event default time increment to 30 minutes instead of 15 minutes

Firm only schedules events in 30 minute increments so it would be beneficial for the calendar to default to 30 minute increments instead of 15 to not have to change it manually
Guest 20 days ago in  0

Add the ability to export quickbooks file in *.OBO file format for credit card charges

Many expenses for medical records are commonly paid for by credit card, the ability to export the same charges from Neos to QuickBooks in an *.obo format with charges already assigned to a case would eliminate the need to manually edit each charge...
Guest 14 days ago in  0

Export NUMBERS to Excel

number cells are exported as text, they need to export as numbers
Guest 21 days ago in  0

Value tab reports in excel spreadsheet

Maybe it's already possible and I did not see it, but I would like to be able to download any settlement memo report in excel. not just PDF
Guest 21 days ago in  0

Settlement View Value Tab

PLEASE BRING BACK THE SETTLEMENT VIEW IN THE VALUE TAB! CANNOT BELIEVE THIS IS GONE
Guest 6 months ago in  3

Neos Texting: Send notifications ONLY to those assigned to the text conversation

Currently the functionality is to send notifications to staff assigned to the conversation AND the case. This causes a lot of unnecessary clutter in the notifications pane, especially for managerial staff members assigned to cases. Users would lik...
Guest about 1 year ago in  24

Allow user to select which fields are in the preview on user defined list tabs before double-clicking into the list

No description provided
Guest 8 days ago in  0

Be able to use the "tab" key to move from to, to cc, etc.

No description provided
Guest 8 days ago in  0