Ideas & Enhancements

191 Vote

"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS

Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...

Created 05 Feb 16:33

Integrations

9 Future consideration
155 Vote

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...

Created 03 Mar 17:34

Integrations

14
72 Vote

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...

Created 31 Mar 01:35

Integrations

4 Future consideration
42 Vote

Photos attached to an email need to be recognized by Neos and added to the Document tab when posted to a file

Functionality from Needles 5 should work in Neos and allow emailed photos to be attached to the Document screen - We should not have to save the photos and attach them one by one to the Document Tab;

Created 19 Apr 20:59

Document Management / Integrations

1
44 Vote

Outlook add-in sort or search topic/type/category

It would make using the outlook add-in more intuitive if we had the ability to search note topic and document type/category.

Created 27 Jan 19:58

Integrations

8
44 Vote

Attach Documents through the Outlook Addin

At the moment, the only way you can email documents from Neos is to create a brand new email. It would be nice for the addin to have a function to pull a document from a Neos case into an email. This would allow the ability to attach documents to ...

Created 26 Oct 19:44

Integrations

22
38 Vote

Integrate with Adobe Acrobat Pro DC

We use Adobe Pro for EVERYTHING in our office. It would be great if Needles integrated with it. There are 2 huge advantages that could be utilized. Adobe sign is easier to use then docusign, IMHO, especially since we are always in Adobe pro anyway...

Created 19 Nov 16:52

Integrations

4
33 Vote

Add Client Name & Case Link in OUtlook Appointment

Currently the only information that shows up on the appointment in Outlook is the clients case numbers. Which we do not know by memory, I think the clients name should be listed in the OUtlook appt as well as a link to the case in needles neos.

Created 20 Nov 22:18

Integrations

2
28 Vote

Email Tagging by Date and Time of Email, not time of tag

Currently, when you tag an email, it imports the information into NEOS based upon the date and time you tag the email. With multiple emails often coming in at all hours, it would be best to have the tag read from the email header and tag based upo...

Created 07 Feb 22:57

Integrations

4
18 Vote

Cloud - Outlook Contacts Sync

In Needles 4 there was a functionality to sync your providers and parties from Needles into your outlook contacts. It would be nice for that feature to make a return.

Created 19 Jun 15:13

Integrations

0 Future consideration