Ideas & Enhancements
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Pull User Information and Signature from Staff Profile when using PDF-Editor

With multiple users commenting on PDFs in PDF-editor, it would be more useful to show who made the comments. Currently, it always shows it as "Guest" no matter who make comments/annotates etc. It would also be more efficient to load and have the u...
Guest about 1 year ago in  0

Outlook tag for Medical Records

Be able to tag medical records in your email box to the Medical Records tab so it links it to your request.
Guest about 1 year ago in  0

Texting Tab In the Case or Intake

It would be great if you could see the text communication under a separate tab in the case. Similiar to how you see "docs" or "notes". makes it easier to find the text communication and communicate with the client regarding their case.
Guest about 1 year ago in  1

Include Neos Staff in List of Recipients when emailing form Docs tab

In addition to all parties, any Neos staff attached to the case should also be listed in the list of possible recipients when emailing from the documents tab.
Guest about 1 year ago in  0

Add an Icon on Checklist Items that have Notes Added

With the new release of the ability to add notes to checklist items, it would be great to have an icon on the list view so you can see if a note was added to that checklist item without having to open the side panel to check
Guest about 1 year ago in  1

Show case name/number in browse document screen.

Would be very helpful to know at a glance what case the document was uploaded to from the browse documents tab.
Guest about 1 year ago in  0

Entry ID as a filter or searchable under Documents view in a Case

We want Entry ID as a filter or searchable under Documents view in a Case, currently you cant add it as a simple filter unless you do an advanced search and we dont want to have to do that outside of the case.
Guest about 1 year ago in  0

iPhone App or Compatibility?

When will there be integration or an app so Neos can be used on-the-go with an iPhone/iPad. Trying to use phone browser is full of glitches.
Guest about 1 year ago in  0

Autofill Recipients When Emailing a Note

The ability to automatically have the Recipients field be filled with a preset of emails would hasten the process for firms that need to frequently send emails internally. Example: You need to email 5 users in your firm and send them a Note from N...
Guest about 1 year ago in  1

Global Unique Document Numbering

We were using eDOCS before and our firm utilized unique document numbers on each file that would be referenced for quick searching. We really want this back and I think all that would need to be done is have code set that keeps track of a number i...
Guest about 1 year ago in  0