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Refresh and stay on the Tab.

When you refresh Neos, it would be nice it stayed on the tab that you were working on instead of going back to the Case tab as the default. Again, this requires more clicking and more work.
Guest 2 months ago in  2

Add Ability to search for fragments of names in the "All" search

Add the ability to search for name fragments in the "All" search filter. It would allow a more streamlined workflow.
Guest 2 months ago in  1

Include client name on case note print out

When you print out a case note, the client name is not on it. I have to manually write it on there. It should include the client name on the print out.
Guest 11 days ago in  0

add ability for value totals to appear in merge letters like needles used to

While recoding our microsoft word and pdf letters, we no longer have the ability to insert a total value of all items with a specific code. We used to be able to do this in needles. We've even reached out to a trainer and was told that isn't an op...
Guest 12 days ago in  0

Need a way to Quickly clean up duplicate intakes/cases

Need to be able to delete and/or merge duplicate intakes - especially when the intakes are created via the Zapier integration. Often clients will submit more than one inquiry for the same potential case. An easier way to quickly clean up duplicate...
Guest 4 months ago in  0

More Details on Calendar Item

It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.
Guest about 2 years ago in General 3 Future consideration

Value Tab Provider Information

I should be able to see the address, phone number, fax number, and email of any provider that I enter into the value tab. In order to get a phone number I then have to click once on it. Then, in order to get the full address, I have to open that p...
Guest 5 months ago in  0

Provider "card" should allow printing

A print icon should be added to the Provider card so it can be printed
Guest 3 months ago in  0

Notes Tab should allow printing of multiple notes by "checking "them off - Bulk options should allow printing

The purpose of this program should be to make things easier to do -- There may be a specific report for printing case notes, but that is too many steps -- it needs to be a simple process that is on the Notes Tab -- either adding "Print" to the bul...
Guest 3 months ago in  0

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...
Guest over 1 year ago in Integration 4