Ideas & Enhancements
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6
Vote
Address Validation using USPS API
It would be extremely beneficial if Neos could integrate the USPS API for address validation, as this would help ensure the accuracy and completeness of addresses entered into the system. By leveraging the USPS's reliable and up-to-date address da...
Created 6 Nov 07:49pm
0
138
Vote
Reinstate sorting by "Date" in the Case Calendar
It is imperative that we are able to sort by the date of the calendar entry on the Case Calendar.
Created 5 Jun 08:20pm
25
4
Vote
Neos: Add SUBJECT line to Value Notes
Since the value notes now transfer to the Notes tab, and the Notes tab already has the ability to take advantage of the Subject field, it would be nice to have that field available on the Value Notes section.
Created 7 Nov 03:27pm
0
3
Vote
Password Protect Certain Cases
The ability to password protect a specific case would be very helpful and a bit more user friendly than the case exception permissions.
Created 6 Nov 04:54pm
0
73
Vote
Auto populate case/client information in calendar subject line
This feature disappeared with the new update. Please bring back the auto population of the case name/client name in the calendar subject line. Staff needs to be able to see who they are meeting with when looking at their calendar appointments and ...
Created 7 Jun 07:07pm
8
18
Vote
Please bring back the reports
Advanced searches changed the reports for case listings. Please, leave it as before.
Created 4 Oct 01:10pm
1
17
Vote
New Advanced Reports are not user friendly
There is too much information and some users can change these reports since it is an advanced report. Bring back the functionality of other reports are have a similar lay out.
Created 1 Oct 05:22pm
2
27
Vote
Ability to set the Outlook Add-in to automatically tag responses to emails sent from a case in Neos
Having items auto tag when they are a response to an email sent from the case in Neos would decrease the amount of time it takes to file/tag emails every day
Created 6 Sep 03:34pm
3
3
Vote
Messages - Add ability to filter by 'Sent To' and search keywords in the message text in list view
Currently you can only filter by Taken By, would like the ability to filter by 'Taken By' - we would like to be able to filter by 'Sent To' as well as keyword search message text in the list view
Created 4 Nov 01:59pm
0
56
Vote
Keep Staff Selected on the Global Calendar
Whenever you log out of Neos and log back in the staff selection for the global calendar is gone.
Created 7 Jun 04:58pm
6
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