Ideas & Enhancements

6 Vote

Neos: Tracking Edits to Notes on Activity Feed

It would be nice to show additions and deletions of notes in the Activity Feed. Similar to when a class code is changed, the activity feed will show the original note with a strike through, and the new class code. This will allow us to better trac...

Created 07 May 20:18

0
45 Vote

Attach Documents through the Outlook Addin

At the moment, the only way you can email documents from Neos is to create a brand new email. It would be nice for the addin to have a function to pull a document from a Neos case into an email. This would allow the ability to attach documents to ...

Created 26 Oct 19:44

Integrations

22
7 Vote

Be able to select provider address where client treated in each case

It would help with multiple providers and incorrect providers being entered if we could make one contact card and select the location client was seen for in each individual case, or be able to change the default address on a case by case basis ins...

Created 03 Apr 13:38

0
15 Vote

Include the Subtotal of items selected for processing from the list view in the value tab.

The subtotal of value items should automatically be calculated and displayed when multiple items are selected to add transactions such as to request checks. Sometimes there could be dozens of checks and the total needs to be displayed so staff can...

Created 12 Jul 20:33

0 Planning to Implement
14 Vote

When Creating an Email inside NEOS you should not have to tag that email in order for it to save.

We had TrialWorks and when you created an email inside TW, there was no tagging, nothing. You created it inside it was automatically there. Also people responding to that email (inside the firm) it would also be saved in TW, no tagging needed.

Created 09 Aug 14:44

1
28 Vote

Be able to edit note of tagged email

It seems after a recent update I can no longer edit a note of a tagged email. It is important to be able to add a comment on a tagged email. I like to put the email in context and then have the email copied below in the same note, which was possib...

Created 26 Apr 14:37

13
16 Vote

Communications Center add new call case/intake field

Only the CLIENT is linked to the associated “Case/Intake” field, i.e. we are only able to log phone calls from clients but no one else associated with a case due to the Case/Intake being a required field and the field not being a manually fillable...

Created 01 Jun 20:47

2
10 Vote

If you are in the text message thread, you should have an link to the client's case.

This panel should have a way to go directly into the case from the text thread.

Created 19 Dec 23:08

0
41 Vote

Ability to right click on message to "mark as read" or delete it

Would be nice to be able to right click on the message in the NEOS inbox to mark it as read or delete. . . should be a simply function to add.

Created 02 Feb 16:26

Messages

0
17 Vote

edit attachment names in Outlook add-in

The Outlook add-in needs the ability to re-name the attachments. It's much less efficient to tag an attachment to a case and then have to go in to the case and re-name the attachment.

Created 25 Apr 14:32

1