Ideas & Enhancements

1 Vote

Ring Central Ring Tone

Allow Ring Central integration to carry over the ring tone already set up in Ring Central settings or allow for users to change the ring tone in Neos.

Created 02 Nov 14:06

0
1 Vote

Group Negotiations Entries by Insurance Type not Company Name

The groupings of entries in the Negotiations tab seems to be based upon the name of the Insurance company now, whereas before this most recent update, it would group based on the Insurance type. Please fix this to revert it back to how it was as w...

Created 01 Nov 15:50

0
2 Vote

Neos/QB: Restrict Account Listing

The quickbooks integration currently lists EVERY account in the company file. We should be able to select the "user-facing" accounts, for privacy and security purposes.

Created 24 Jun 15:14

Accounting Integrations / Integrations

0
2 Vote

Needles Today: Show Future Items

Needles Today can only view items that are either overdue or due today. It would be great if we could see 30 days ahead in Needles today, just to see what is coming up.

Created 16 Jun 21:53

Checklist

0
2 Vote

Cloud: "Attach Files" add-in feature - Request to Accelerate

Per David Cohen at Cohen Kolodny Abuse Analytics: "We get emails with attachments non-stop, all day. The lack of this feature is creating difficulties with our document management and enabling it, would resolve those problems. I would imagine that...

Created 11 Jun 13:14

Messages

0
2 Vote

Neos: "Add" button available when value item is open.

Would like an "add" button pinned above the opened value item, so that we don't have to back out to list view to add a new value item.

Created 05 Jun 15:42

General

0
2 Vote

Notify Multiple Staff when a Note, Message, Calendar Event

Tag another user in a note upon saving, which would give the tagged user a notification or message about that note. - Tag a case/send a message from a case which auto-populates the case information in the message (this was a feature in a previou...

Created 02 Jun 19:07

Messages

0
2 Vote

Cloud - Search Name in Outlook Addin with Enter

When you are searching for a case in the outlook addin, it would be nice to be able to execute the search with "enter" rather than having to click the search button.

Created 02 Jun 17:04

Integrations

0
2 Vote

Cloud - Have a quick pane for office add-in to easily see what case is what when tagging emails

We have submitted tickets on the fact that the quick panes do not include all of the necessary information to identify the proper case if a party is associated with more than one case (i.e. the party's role and case synopsis would be much more hel...

Created 26 May 12:54

0
2 Vote

Bookmark for Office Add-in

Need to add a bookmark for office for 'Gender Pronoun' i.e.: He/She or His/Her.

Created 21 May 20:39

General

2