Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2691 of 2691

make Neos message pop ups appear over all applications and stay longer than a mere few seconds

I miss Neos messages all day if I spend 80% of my time in other applications, word, email, the web, adobe, etc... and devoting even part of one of my screens in dormant fashion just so I can try to catch the Neos message pop up is a huge waste of ...
Guest over 1 year ago in  0

messages: permit the ability to send messages to MS teams chat

otherwise, you have to monitor email, teams chat, messages and notifications; it is maddening to run musical chairs between 4 buckets all day...
Guest over 1 year ago in  1

ability to page thru 'ideas & enhancements' instead of open, read, close, open, read, close....

this is a great tool for efficient and effective feedback from the trenches, so why not make it easier for users to "page" thru these much faster like reading a book....thanks
Guest over 1 year ago in  0

Open cases in New Tab or Window

It would be very helpful to be able to open cases in new tabs or windows to they can be viewed side-by-side instead of only being able to view one case at a time. Sometimes there are cases that are related that we want to view at the same time or ...
Guest over 1 year ago in  2

Make another tab (ie, activity feed) the "home" page for cases instead of the case tab.

When we open a case, it automatially opens in the Case tab. It would be helpful to have the ability to set that ot the activity feed instea.
Guest over 1 year ago in  0

QuickBooks Integrator notification when exporting to an unlinked name

Currently when exporting checks/deposits to names that have become unlinked between QuickBooks and Neos, the integrator will create a new name with the Vendor/Provider ID in parenthesis. This duplication can causes issues for firms. Instead, we wo...
Guest over 1 year ago in  1

A button in the Medical Summary tab that adds up all of the Treatment Totals

Many times we have a lot of entries in the Medical Summary tab with Treatment Totals which are tedious to add up by hand. This opens the door for calculation mistakes and an increase in potential human error. Even when generating a document and at...
Guest over 1 year ago in  4

Apply Sharepoint changes to Case Doc

Changing titles of many documents one after another in Neos is VERY time consuming. It is far easier and faster to do it in Sharepoint. Either make it so that Neos doesn't have to constantly re-load after every chane, or apply changes made in Shar...
Guest over 1 year ago in  0

Add column for "Organizer" in the Case Calendar list view

This will be helpful if we need to handle calendar entries created by someone who no longer works at the firm.
Guest over 1 year ago in  0

Ability to filter Case Docs by "Party"

You can filter Case Docs by almost everything except by "Party." I would love the ability to filter by party--not sort, filter.
Guest over 1 year ago in  0