Ideas & Enhancements

3 Vote

Subject Line in Messages

The Notes tab now has a subject column that fills in the subject of an email, notes, etc. but it would be nice to also have a block for Subject in the messages so that will show up in the column in the Notes tab, as well. For example, if we have 5...

Created 25 Oct 22:22

0
3 Vote

Neos: Communication Center>Text Messages - Add a filter to see only incoming or only outgoing text messages (or ALL)

This is important to be able to narrow down text results to be able to see only incoming texts, for example.

Created 25 Oct 20:29

0
3 Vote

Enable more colors when changing case types

Hi! It would be great if you can give the us the ability to enable certain case type headers to change to different color(s). For ex. if they change from Intake to Minor Case Type, then have a different color header for all minor case types. Curre...

Created 25 Oct 16:56

0
3 Vote

Mass Deleting Checklist Items

Please add the ability to delete multiple checklist items at once.

Created 25 Oct 15:04

1
4 Vote

Allow Zip Files to Open in 7-Zip Program Instead of Auto-Download

In Trialworks, I was able to click on a zip link and directly open a folder in 7-zip to review my documents. With Neos, when I click on the link, I have to download it first, then go to the folder and open it. This needlessly takes up server space...

Created 15 Jun 19:24

0
3 Vote

Merge Neos Contacts with Outlook

We need a report or a way to pull ALL provider information into a CSV file that we can download to update all provider contacts in Outlook, or a way to merge Needles contacts into Outlook. We use Outlook contacts on our phones when not in the offi...

Created 23 Oct 22:54

0
3 Vote

Neos Intake: Quick Add does not include Send Email - PLEASE ADD

It would be very important for us to have Send Email capability within intakes such as we have within Cases using Quick Add. Please include this feature with intakes!

Created 23 Oct 20:09

0
12 Vote

NEOS - Run Value Reports from Value Tab

It would be nice to be able to print Value Reports from the Value tab like you can with Settlement Memos

Created 16 Jul 15:31

General

2
5 Vote

Abitliy to E-Mail Non-Contacts through Neos

Often we have to send emails on a case to someone who is not in our contacts, nor do we want to add as a contact for a number of different reasons. Currently the only way to do this is to open Outlook and then tag the message. We would like a dedi...

Created 28 Jan 14:48

0
11 Vote

Use phone number for texting instead of email

If Needles integrated with Kenect, it would be a huge benefit for us. In the alternative, if we could at least choose and use the number we have for texting through Kenect, as opposed to email, it would make life so much easier. We use Kenect for ...

Created 19 Nov 16:47

Integrations

1