Ideas & Enhancements

1 Vote

Ability to @Mentions Staff in Call Log Details Notes

We should be able to @ other people in the Call Log Notes just like we are able to do in regular notes. This would help the other staff know about when, who, and what a call is about or happened.

Created 25 Mar 15:28

0
3 Vote

Dormant - Marking Case as Dormant

Browse Cases - there should be a way to remove the cases marked as dormant from an open status so they do not appear on the open case list. Instead it requires you to mark the dormant to see only “dormant” cases separate. You should be able to see...

Created 08 Apr 18:28

0
4 Vote

Neos - allow the order of the parties to be changed after selecting a case to tag a message to

It's possible this behavior is evident in other areas, but is right now most noticeable when sending a message and using the case search. After clicking on the case, it opens a party selector and defaults to the first party added to the case. In s...

Created 15 Apr 14:54

General

0
3 Vote

Settlement Memos Saving into Case Docs

Please code Neos so that any settlement memo generated is automatically saved into the Case Docs. Right now I have to save the document in an outside folder and then move it into the Case Docs. This is a very unnecessary extra step that is forced ...

Created 07 Apr 21:46

1
3 Vote

Neos Assign Categories bases on Document Type

Currently Neos Document Categories are available for all Document Types. It would be very helpful to be able to section/assign specific Categories that are specific to Document Types. The current availability of all Categories regardless of Type i...

Created 06 Apr 13:51

1
2 Vote

Neos Premium Texting SMS templates right from the texting screen

With the Neos Premium Texting SMS we should have the ability to merge SMS templates right from the texting screen instead of having to create an checklist Automation in order to use it with all of the merging capabilities.

Created 29 Mar 20:13

0
2 Vote

Zapier Integration Should Identify Names Already in the System

It would be great if Zapier entered leads could identify parties already entered into the system. We spent a lot of time deleting duplicates.

Created 29 Mar 18:17

0
4 Vote

Neos - Ability to log out other users

Add ability to log other users out of the system if they accidentally stay logged in after hours or when updates are made

Created 08 Apr 19:54

General

0
1 Vote

Quickbooks Online Default Accounts

Ability to set default Checking Account and Default QB Expense account for Value Tab transactions

Created 22 Mar 18:33

0
1 Vote

Automatically update next communication according to set parameters of days

No description provided

Created 22 Mar 14:30

0