Ideas & Enhancements
ADD A NEW IDEA

FILTER BY CATEGORY

All ideas

Showing 1932 of 1932

Delete Cases

We should be able to delete cases. The "Recycle" option isn't good enough - I would like to be able to completely delete cases from the system.
Guest about 1 month ago in  1

Remove auto population from the new Message screen.

As it exisits now, the auto population feature for messages in Neos is backwards. Depending on what field you begin with, incorrect information is being presented and/or replacing desired information. Example: When a caller is listed, their phone ...
Guest 24 days ago in  0
105 VOTE

One Step Emailing from Needles

When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously ...
Guest about 2 years ago in Notes 28 In Development

Adding the ability to have an announcement pop up at login or schedule time.

As everyone’s workforce is changing being able to notify everyone about an event or just post important information it would be helpful to have a spot under the Firm Preferences to have an announcement pop up at login or schedule time.
Guest 5 months ago in  0

Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard

Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard. Rather than having to click into the calendar allow the item to be marked done in the My Appointments section. Also, allow color coding of the i...
Guest 6 months ago in  1

Option to Retain Payment Information when a check request is deleted

We would like to take advantage of the check request functionality in Neos without using an accounting interface. When we have processed the check request, we would like to be able to delete the check request without the payment being deleted in t...
Guest 4 months ago in  0

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...
Guest 12 months ago in  3 Future consideration

Neos Outlook Add-in topic filter as we type

When we attempt to tag an email to a case the topic detail currently does not allow for filtering while we are typing. This causes a ton of scrolling to try and find the topic that best fits the content of the email. All we would like is for the l...
Guest 5 months ago in  0

advance search address

Need to be add more columns to advance search like mobile phone or address. This is not an option right now.
Guest 10 days ago in  0

Make it easier to track credit card paid case expenses for bookkeepers/accountants

There is no easy way to mark a case expense paid via a firm credit card for tracking in Quickbooks and takes quite a bit of a work around in both NEOS and Quickbooks
Guest 19 days ago in  0