Ideas & Enhancements
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PIP Value as incoming instead of owed money

If you submit an amount under the PIP coding it subtracts the amount from the total. Instead, it needs to show like the SET code where it indicates positive funds.
Guest about 1 year ago in  1

Save Column Sorting with User Defined Items

Anytime I sort columns and try to make user defined items as columns, once I exit out of Neos, the columns reset and I have to sort through everything again to get what I need. This eliminates the usefulness of being able to select columns that we...
Guest about 1 year ago in  0

Layout Manager: Allow editing field names and their substance

We should be able to edit an already created field when in the layout manager. Perhaps they can be thrown into a Directory or User Mini Directory. Additionally, we should be able to edit and change whether a field is a drop down, Y/N, monetary, se...
Guest about 1 year ago in  0

Search results show if there is an open case associated with the name.

Would be really helpful if you could see if there is an open case associated with a name directly from search results without having to select each name. Especially for common names.
Guest about 1 year ago in  0

Mailing Label Report - Allow for choosing layout of labels

Need to be able to choose the layout of the mailing labels when exported to PDF Legacy - preferably would like to be able to choose to have 2 columns of labels instead of 3
Guest about 1 year ago in  0

Activity Feed updates in real time

There is a tremendous lag in the updates on the activity feed, 3 to 4 hours in some cases. This tool would be more beneficial if there wasn't as much lag and if it would auto refresh as well.
Guest about 1 year ago in  0

Bulk Email Subscription

Be able to email a group of emails from a mailing list to include a specific report through reoccuring subscription.
Guest about 1 year ago in  0

Neos - Text Message Response Emails

It is very difficult to post the text response to the case when the response is in an attachment. Two requests: 1. Automatically post the response to the case; or 2. Add the response in the body of the email as opposed to an attachment, so it is e...
Guest about 1 year ago in  0

Saved advanced search retains sorting

For example, when creating a custom report using the advanced search function. I have created a report that groups together the open cases by the primary staff assigned to the cases. I would like to be able to further sort the results in alphabeti...
Guest about 1 year ago in  1

Add quarterly and yearly to recurring drop downs

Would be immensely helpful if we could have quarterly and yearly recurring calendar items instead of having to set them up with the date settings in the recurring section of the calendar entry.
Guest about 1 year ago in  0