Ideas & Enhancements

4 Vote

Ability to keep the Neos Tag Email Add-in pinned to Inbox without disappearing

The Group Action Neos Tag Email can be pinned to always show as a side display in Outlook, but when you move between Outlook folders (inbox/sent, etc.), the pinned "tag email" display goes blank and you have to exit and select Neos Group Actions a...

Created 26 Sep 02:47pm

0
1 Vote

Text Communication Notification

The notification for a text message should only go to those that are listed as assigned to the communication, not all that are assigned to a case. We assign all staff positions for the case at the start which causes everyone to get every text comm...

Created 26 Sep 06:10pm

0
1 Vote

Ability to Designate Type/Category for Texted Photos

Texted photos currently save to the main document folder for the case, which creates unnecessary clutter. We'd like to be able to map all texted photos to one type and category in the case.

Created 26 Sep 05:40pm

0
1 Vote

Emoji translation in text messages

Many clients include emojis in their texts back to us, and they show up in the system as question marks (?). If the system to translate them to the correct character (or even read them into the system the way voice-assisted messaging does), that w...

Created 26 Sep 05:18pm

0
1 Vote

A way to sort when you are searching for a certain address/city/state

A way to sort when you are searching for a certain address/city/state

Created 26 Sep 04:38pm

0
1 Vote

A Tag List option that can be used to pick and choose what is to be pulled prior to Document generation.

There was a similar function back in Needles 4 wherein a list of tags could be used to pull certain bits of information when merging docuemnts. Say the list contained 4 items, but the document you're making only calls for items 1 and 4, or another...

Created 25 Sep 02:23pm

0
12 Vote

Neos - Electronic Filing - We need to be able to upload documents directly from Neos to the Court system website for e-filing

Currently, the process to upload documents to a court website for e-filing is to download all documents and exhibits (could be over 20 or 30 documents), and then upload them to the court website. It would be much easier and efficient (and less roo...

Created 29 Aug 10:33pm

1
12 Vote

Neos - Electronic Filing - We need to be able to save documents directly from the Court system website to the case within Neos.

It is very cumbersome and takes up unnecessary server space to have to download the documents from the court website locally, and then drag and drop into the document tab in Neos.

Created 29 Aug 09:56pm

0
11 Vote

Neos - Ability to add Neos documents to an existing email chain.

Currently, emails can be sent from Neos to include documents from the Documents tab, but we cannot add these documents to existing email chains. It is important to keep the history of the conversation, as opposed to creating a new email each time ...

Created 29 Aug 09:58pm

0
25 Vote

ability to open email in outlook without pre-populating an email address

I appreciate the new email features, however, I would like the ability to either populate a custom value email address or bypass this field and open in Outlook to then email to someone not affiliated with the case contacts, such as a coworker or m...

Created 29 Jun 07:05pm

5