Ideas & Enhancements
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Case number should transfer from Neos into Quickbooks Online

When a client is opened in QuickBooks Online from a check written in Neos, the case number does not show in the client information. It shows in the description line of the check but the information does not transfer to the client's profile info. T...
Guest 6 months ago in  1

May we have a CM intake call tab, and then the info be pulled to the other tabs and put in the many other tabs? It is very distracting to go through each tab on a call when trying to make notes, and read the accident report. One list of questions on on tab would be helpful to allow a continued thought of communication versus the distraction on waiting on tabs to open when in the middle of a conversation.

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Guest 6 months ago in  0

Neos: Report Library - add a column to the report list to show the last time the report was run

This is helpful to help weed out reports that are no longer being used and clean up the report list.
Guest 9 months ago in  0

Quick Add Dropdown List: Add New Event to the List

Add New Event to the Quick Add dropdown list, so that you can create a calendar event from any screen.
Guest 9 months ago in  0

Option to hide calendar items marked as "Done"

Option to hide calendar items marked as "Done". This would clean up the calendar view and prevent confusion if user's miss the color in the appointment status
Guest about 3 years ago in General 1

Reply All

It would be helpful if the Reply All button on message details was on the main screen and not under the three dot menu.
Guest about 3 years ago in Messages 0

Add ability to attach Documents from a case to the "Send Message" after hitting "+"

Add ability to attach Documents to the "Send Message" after hitting "+"
Guest over 1 year ago in  2

Neos user defined fields for providers in advanced search

You currently cannot filter on or view user defined fields in providers in advanced search. Please add the ability to do this just like you can with cases. Our firm uses fields for court reporters for example to keep track of rates charged, and I ...
Guest about 1 year ago in  0

OCR/PDF Editor - need ability to add new AND edit existing digital exhibit stickers and bates stamp on exhibits.

We can't edit existing digital exhibit stickers that were previously added in Adobe desktop using typewriter tool. We can technically add new digital exhibit stickers using the Neos PDF Editor typewriter tool, but it is a nightmare to customize th...
Guest over 1 year ago in  1

Check conflict when calendaring an event.

A message will pop up when a new event date and time conflicts with an already scheduled event and will alert the staff member.
Guest over 1 year ago in  0