Ideas & Enhancements
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5
Vote
Open Links in New Tab Instead of same Neos Tab
This would allow us to view things like Companion Cases/Values while at the same time being able to make notes for users that only have a 1 screen set up. Right now you have to Open Sidebar Links like Case Docs in the same tab, then open in Sharep...
Created 26 Oct 14:08
0
4
Vote
Entry ID as a filter or searchable under Documents view in a Case
We want Entry ID as a filter or searchable under Documents view in a Case, currently you cant add it as a simple filter unless you do an advanced search and we dont want to have to do that outside of the case.
Created 14 Mar 15:55
0
3
Vote
Neos: Report Library - add a column to the report list to show the last time the report was run
This is helpful to help weed out reports that are no longer being used and clean up the report list.
Created 31 Jul 14:55
0
3
Vote
Quick Add Dropdown List: Add New Event to the List
Add New Event to the Quick Add dropdown list, so that you can create a calendar event from any screen.
Created 31 Jul 00:37
0
10
Vote
Ability to Tag Neos Case in Outlook Calendar Appointment from a Shared Calendar
We need to the option to tag a case when creating an appointment in Outlook Calendar for a shared calendar we have editing rights to. Currently, we can only tag a case in Outlook if it is in our calendar and not a shared calendar. If we create the...
Created 25 Nov 17:31
General
1
8
Vote
Add CC and BCC options to Neos Notes
It has been requested that, when sending notes as emails, as well as sending emails in general from Neos, that there be an option for CC and BCC.
Created 31 Aug 14:55
0
4
Vote
iPhone App or Compatibility?
When will there be integration or an app so Neos can be used on-the-go with an iPhone/iPad. Trying to use phone browser is full of glitches.
Created 12 Mar 12:29
0
6
Vote
Neos - Add 'Quick Note' to Intakes
Add the ability to have a Quick Note in the header of the Intake (like a case)
Created 03 Jun 12:36
2
11
Vote
Integrator should total up all selected checks before we sent to QB
It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.
Created 01 Jul 15:37
Accounting Integrations / Integrations
2
Already exists
4
Vote
Autofill Recipients When Emailing a Note
The ability to automatically have the Recipients field be filled with a preset of emails would hasten the process for firms that need to frequently send emails internally. Example: You need to email 5 users in your firm and send them a Note from N...
Created 09 Mar 15:44
1
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