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Much Needed Changes to the Neos Checklist

Change it so that the checklist automatically refreshes. Having to click the refresh button every time a change is made is a pain. Being able to do this with a key stroke, ctrl-s in Needles, is much easier. When the checklist is refreshed, have it...
Guest almost 3 years ago in Checklist 0

Case access Triggers from Class Code Change

As the case gets to a certain class code, we would like to have the ability to automatically change the security to areas like the Value tab / Insurance / Negotiation /etc. so that as we are working on settlement memos only a select group of peopl...
Guest over 1 year ago in  0

Neos - Customizable Fields in general tab that also shows on quick view and general ribbon at top of case

Much of the time, Neos is being used to store the data for searching later. Often this 'general' data is found in multiple different tabs within neos, or may require scrolling through several pages to get to the data needed. Efficiency is key so t...
Guest over 3 years ago in General 1

Neos - Add ability to post to companion cases from Neos Outlook Add-in

In N4/N5 when posting an email from the Outlook add-in, the user could choose 'Post to companion cases' and then choose the companion cases to choose from. The current Neos add-in does not have that functionality. Currently, emails have to be post...
Guest over 3 years ago in Integrations 0

In provider tab - "Add Custom Value" option for Online Accounts Types

Oftentimes, providers have different emails for different things. For example, one email to get billing information and another email to get medical records. It would be nice to be able to label the type with the purpose of that particular address.
Guest over 3 years ago in General 0

Subject Line in Messages

The Notes tab now has a subject column that fills in the subject of an email, notes, etc. but it would be nice to also have a block for Subject in the messages so that will show up in the column in the Notes tab, as well. For example, if we have 5...
Guest 6 months ago in  0

MERGE provider entries, not just replace

Sometimes a duplicate provider entry gets made, and one will have the phone number only and the other will have the address only. Would love a MERGE function where the two can be combined with selection options for what data to keep, and auto-dele...
Guest over 1 year ago in  1

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 University recommendation

Have the quizzes come up after each chapter, some users would like the quiz right after learning the section
Guest 6 months ago in  0

On Value Tab - Add the ability to add a column for staff code for staff modified or staff created.

On Value Tab - Add the ability to add a column for staff code for staff modified or staff created.
Guest 6 months ago in  1