Ideas & Enhancements

1 Vote

Allow the ability to attach documents already in Neos to emails that are being tagged.

If a document is already in Neos, to have it attached to an email would cause it to reupload and cause duplicates. User would like the ability to tag documents to tagged emails so that when the note is read, the note allows reader to see what docu...

Created 28 Jan 19:02

Integrations

1
1 Vote

NEOS - Delete Old Sharepoint Items

Would be nice to be able to set a date in while old files from the sharepoint would get deleted.

Created 19 Jan 16:26

Integrations

0
1 Vote

Add integration to Needles 4 with PhoneBurner

Users would like the ability to integrate their use of PhoneBurner and by extension Zapier and PiePick with Needles.

Created 15 Jan 22:23

Integrations

0
1 Vote

Email from a case and be able to choose parties

Would like t to be able to hit the plus sign on a case and be able to send email through outlook and select parties from case etc.

Created 05 Jan 02:43

Integrations

0
1 Vote

Auto generate information from a PDF

If a client fills out a PDF form with their information, have that information auto populate back to Neos. IE> Information sheet that the client fills out online, have the ability to pull the clients address from the PDF form and auto populate ...

Created 10 Nov 17:24

Integrations

0
1 Vote

Cloud Settings - Integrations listing should be in alphabetic order

The list of available integrations should be in alphabetic order until there are multiple options for the same type of services and then it should be in order by category.

Created 29 Sep 11:24

Integrations

0
1 Vote

Add ability to import/export cases/names in Neos

Add the ability to import/export cases/names in Neos

Created 14 Sep 12:31

Integrations

0
1 Vote

N5 Improvement: Ignore conflict schedules on calendar entries with "Cancelled" status.

#88704: Per Andy, the logging of calendar event changes is changing the events to "Cancelled" status, which can be very confusing for the user. We should also ignore these "Cancelled" status entries when we're testing user's calendars for appointm...

Created 26 Jun 16:25

Integrations

0
1 Vote

Posting attachments from OL to Neos

When you post a message from OL to Neos, the attachment doesnt move with it. It would be beneficial to have the ability to drag from the inbox into Neos but instead you need to download the attachment and reupload it into Neos. Combining the two s...

Created 06 May 18:26

Integrations

0
1 Vote

Needles messages will forward to actual e-mail

I loved in older Needles that messages sent to staff via Needles would also get sent to our e-mail as well. Great for making sure that messages are posted properly in Needles, and then makes it easy to search for messages in our e-mails if needed.

Created 01 May 15:41

Integrations

0 Already exists