Ideas & Enhancements

6 Vote

Multiple phone logs open in Communications Center

Need to be able to have multiple phone logs open in Communications Center, as I am often not finished typing my notes from one phone call before I have to take another call. Then I go back in and finish my notes later. It appears I must click save...

Created 2 Jun 05:42pm

0
5 Vote

Email phone log generated from Communications Center

Need to be able to email or send internal notification of my notes from my phone call log generated from Communications Center to other staff member(s) to alert them of the call.

Created 2 Jun 05:37pm

0
5 Vote

Communications Center add new call case/intake field

Only the CLIENT is linked to the associated “Case/Intake” field, i.e. we are only able to log phone calls from clients but no one else associated with a case due to the Case/Intake being a required field and the field not being a manually fillable...

Created 1 Jun 08:47pm

0
1 Vote

fix the checklist

need to be able to easily edit and remove unwanted items from the checklist. There are so many on mine - hundreds - that its useless to me and probably keeps getting more bloated. i would like to purge and entirely and then add deadlines in by han...

Created 5 Jun 04:42pm

0
4 Vote

Intake checklist items should disappear from "My Checklist" on dashboard when intake is closed

Any checklist item should automatically on the dashboard should automatically disappear once the intake is closed. Its incredibly time consuming to manually update all of these auto-generated items to NA when there is no longer a need to track the...

Created 30 May 04:09pm

0
42 Vote

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...

Created 16 Mar 05:54pm

8
1 Vote

Include the case name when searching for a client

We have multiple clients that have more than 1 case (ex. A, B, C, etc case) and we have to go into each one to figure out which is which

Created 2 Jun 09:48pm

0
1 Vote

Send Neos Mesages to Outlook

Staff receiving many messages a day can miss important Neo messages even thought it may have a red exclamation point next to it, important message's could stand out more if the message could also appear also as an Outlook email,in certain situatio...

Created 2 Jun 07:01pm

0
6 Vote

Bulk Tagging Email in Outlook Using the Neos Plugin

Each day we receive multiple email on the same case, often pertaining to the same topic (tag). We would like to be able to apply the tag to multiple email at once or at the same time. This would save time tagging email to the case files in neos, a...

Created 22 May 08:27pm

0
3 Vote

Bates Stamp in Neos

The Bates Stamp feature in Adobe/ Neos needs to match the Adobe desktop version and not require all of the fields given. Our firm likes the Bates to be short (usually the client's last name) and Neos requires text, prefix and suffix to be used whi...

Created 28 May 04:06pm

0