Ideas & Enhancements
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Neos user defined case tabs - display more contact/provider fields in addition to address and phone number

Any tab where you have a contact/provider Name lookup field, the linked provider only shows the person's name, address, phone, email and AKA. We'd like more info from that provider to be visible from the case. Example: We have a List/Entry tab for...
Guest about 1 year ago in  0

Neos companion cases - prompt me to tag or save in both cases on front end

If a case is in a companion case group, I want to be prompted on the front end every time I create a document, or tag an email, or post a note something like "do you want to add this to the companion case" and let me answer "yes" or "no." That way...
Guest about 1 year 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

Date Range options popup needs a 'Today' Option

I see there is a shipped idea that Date range automatically starts at today's date. However, that is not my request, I want the Date Range popup window to have a button that says 'Today' and will update to that date when pressed. We sometimes have...
Guest about 1 year ago in  0

Need a custom report

I need a report that exports the party demographic information (including SSN and email), 9 case dates and 3 user defined fields from the case tab, and then a comprehensive output of all case notes with most recent first. To be set for all open fi...
Guest about 1 year ago in  0

Neos Tab Auto-Closing Feature

Neos should have an option to automatically close tabs in it when you reach a certain number of open tabs thus improving speed and efficiency.
Guest about 1 year ago in  0

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

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

Report subscriptions bi-monthly or every other week.

It would be nice to be able to run reports on a bi-monthly or every other week on a certain day.
Guest about 1 year ago in  0

When entering scheduling order and/or when items are triggered to a subtask by way of the Auxillary Checklist

Recently when entering the scheduling orders, the items require that I click "done" twice before I am even able to enter a date, and when refreshing the checklist, I have reminder items that correspond with a deadline. When I enter dates in the pa...
Guest about 1 year ago in  1