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Neos - Sending Checklist Dates to Outlook Calendar

Users would find it useful to be able to send the checklist dates that appear in the Neos Global Calendar to their Outlook Calendar.
Guest about 2 years ago in Calendar / Checklist 1

Export Intake Information in PDF

Currently, users have to access their Neos account and open a new intake to see new leads and respond appropriately. To streamline this process within a firm, it would be helpful to be able to click a "Export" button which would convert the data f...
Guest over 1 year ago in  0

A bulk action option for linking/unlinking names in the QB Integrator.

Neos itself has "bulk actions" within its system. The QB Integrator could benefit from a similar option/action. The list of Vendors a firm might have can be numerous, which in turn makes going into the Integrator to link each provider a tedious an...
Guest about 1 year ago in Accounting Integrations / Integrations 0

Filter by Document Type in "Add A Related Document" box

Allow us to be able to filter to only a certain document type in the Add A Related Document Box. Our firm relates all of the record requests to the medical and billing records. It would be easier to find the documents to relate if we could filter ...
Guest 5 months ago in  0

When using Send Email in Neos, give us the option as to whether to post the PDF version of a Word document to the case

When you send a Word document via email in Neos, you can have Neos convert the Word doc to PDF. We would like the option as to whether to include that PDF document (an exact duplicate of the Word document) to the Documents tab. It not only is a du...
Guest 10 months ago in  1

Add ability to have multiple settlements in the value tab of the same case

Increase the maximum amount of settlements allowed to a single case for cases with different settlements(like UIM settlements).
Guest 5 months ago in  0

Tasks should not generate to checklist summary after an intake is rejected.

Intake specialist will not have a long tasks list in the checklist summary that must be deleted or marked as N/A to remove.
Guest 5 months ago in  0

Do not require recipient when emailing a document

Preferred the way it was before
Guest 10 months ago in  1

Modify Text Styling and Font in User Defined Fields

For instance, we created a user-defined discovery tab. In that, I have fields entitled "discovery dispute" and "discovery notes," it would be very helpful to be able to bold, highlight, or underline things in these fields to draw attention to them.
Guest 5 months ago in  0

Add a single note to multiple cases using Bulk Actions

Create the ability to create a note and add it to multiple cases using Bulk Actions in Advanced Search. A common scenario will be for Mass Tort firms that want to add the note to all cases of a certain case type or to create an advanced search bas...
Guest almost 3 years ago in Search 0