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3
Vote
Auto Tag Emails in the same Thread
Complete automation for same thread emails; can opt to post to additional cases if necessary after the fact
Created 01 Mar 20:05
0
2
Vote
Neos - Report List - Add a column to show the Category of the Report
If you have many categories, it will be easier to locate the report or set category permissions if we can see the category in the list.
Created 07 Sep 15:46
0
6
Vote
Neos: Staff Directory should have option to differentiate between My Profile and Others Profiles
To lockdown what's visible in Staff Directory, it is not uncommon to restrict full access to users. However, certain things are linked with the Staff Directory Enabled permission. With this being said, it would be nice to implement the ability to ...
Created 06 Aug 19:27
0
5
Vote
Checklist Summary - Trailing Time Frame
When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.
Created 11 Feb 12:07
Checklist
0
1
Vote
"State" Dropdown in the Case Tab
One feature that would be beneficial to have would be a "State" dropdown in the Case tab. Our firm practices in multiple states, and for each case, it would be helpful to insert a label as to which state the case is in. This would be helpful for c...
Created 15 Mar 17:58
0
8
Vote
Remove characters around case number placed in note field of calendar event
When adding a calendar event and attaching a case to it, upon saving it the case number is placed in the notes field with " ~*~*~*~*~* " above and below it. May this be removed so when viewing it from list view you may only see the case number? Im...
Created 17 Jul 17:55
1
Future consideration
7
Vote
Neos: Ability to mass update checklist items
Sometimes the Checklist Summary can become overwhelming to have to go through one by one to mark items Done or N/A, respectively. Advanced Search is nice for mass update, but would be easier to be able to mark these checklist items as Done or N/A ...
Created 19 Jan 18:37
0
1
Vote
Merging documents using PDF editor in Neos also add typewriter tool
Add 'browse filter feature' in PDF editor in Neos to add document to PDF that you are editing by case + case folder + category. Currently there are no filter feature. When you go to add document to PDF using Neos PDF editor it pulls up the entire ...
Created 14 Mar 18:22
0
1
Vote
Add option to stop the customer job column from filling in when posting a check to QB from the Neos Integrator
Add the ability to stop the customer job column from auto filling when posting a check.
Created 14 Mar 14:46
0
6
Vote
Marking a Calendar Entry as Postponed.
Whenever you are editing a calendar event, and make the entry as the status of "Postponed", prompt the user to create another calendar entry for the new time of the event. Currently, if you were to set the event to "Postponed". The user would stil...
Created 27 Jul 20:50
0
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