Ideas & Enhancements

11 Vote

Notify when email's dont follow thru and are sent

NEOS system should tell us when an email didnt go thru or when documents didnt go attached as you asked.

Created 15 Aug 17:56

0
1 Vote

Allow user defined fields and Neos default fields to be ordered as desired in party tab

Certain things need to be closer to the top instead of at the bottom where Neos puts user defined fields - allowing us to decide where to put these would make things much more efficient.

Created 18 Mar 16:35

0
14 Vote

Calendar Descriptors on Daily/Weekly View

Several calendar entries require multiple notes due to multiple parties/cases being part of the same calendar entry. It would be EXTREMELY helpful if the Description populated on the calendar entry instead of having to click into each individual e...

Created 05 Jun 20:59

0
53 Vote

Close calendar events for closed cases

Currently, calendar events stays open after a case has been closed. This results in getting notifications of these events of closed cases and there can be (MANY) of these remaining. A feature that would implement this or make it an option would be...

Created 28 Jan 18:01

Calendar

3
33 Vote

Ability to add multiple staff to a checklist reminder

There needs to be an option on a checklist item to enable multiple staff on a case to get the reminder, as well as an option for all staff on a case if needed. We often have teams that work on a case and having only one user get the reminders is n...

Created 11 Apr 15:19

3
17 Vote

Add option to open PDF's in the Adobe Acrobat browser version

Opening PDF's in Neos will lead to the PDF in SharePoint instead of opening in a separate Adobe Acrobat browser even while the Adobe browser extension is enabled.

Created 26 Mar 19:28

0
9 Vote

Be able to create custom email types

Be able to create custom email types or at least give us a couple more options : records requests and billing requests

Created 20 Sep 19:10

0
34 Vote

Ability to search for ONLY open files / search default to open files

When searching for cases, please provide an option to filter out closed cases or leads etc... Or make the results default to open cases only. So much time is wasted accidentally pulling up closed cases or saving emails etc. to closed cases, and th...

Created 09 Mar 13:18

0
68 Vote

Add ability to move tabs in Neos like Google Chrome (rearrange, pull out, etc.)

Add ability to move tabs in Neos like Google Chrome (rearrange, pull out, etc.)

Created 03 Feb 22:58

General

4
4 Vote

Add company letterhead feature to Neos for SharePoint document printing.

Microsoft is starting to block third-party print drivers used for printing Letterhead on office copiers with its latest 24H2 update. This is being implemented because of security concerns with these third-party drivers.

Created 09 Jan 20:38

0