Ideas & Enhancements

1 Vote

Adding Passwords to Case Files

Passwords should be enabled for cases, locking users out of cases via permission is cumbersome.

Created 17 Oct 17:08

0
1 Vote

8x8 Integration

Integration with 8x8 phone service, similar to the existing RingCentral integration. Proposed Features: Ability to attach a voicemail to a record. Ability to attach a transcribed voicemail. A voicemail record button on the Neos toolbar. Ability to...

Created 17 Oct 15:30

0
2 Vote

Request for Extended Lead Time on System Downtime Notifications

Currently, the lead time for notifying users of system-wide shutdowns or maintenance is only one hour. For firms operating across multiple shifts, including late-night hours, this short notice is often insufficient. An extended notification period...

Created 12 Sep 21:04

0
3 Vote

Marked VOIDED invoice as such on main invoice page

On main invoice page, it would be helpful to see which invoice was marked VOIDED right on that main page without having to click on each invoice

Created 08 Aug 16:54

0
8 Vote

Auto-populate Document Type field when generating docs from checklist.

When there's a default Document Type assigned to a specific document template, generating said document from the Case Docs tab (correctly) auto-populates the Document Type field. When generating a document from a checklist task, it does not.

Created 14 Feb 21:27

0
16 Vote

attaching documents to an email thread or new calendar event

There needs to be a way to attach a document to email that is in your inbox already or a calendar event. It shouldn't be that I can only send an email with an attachment that I create myself on the neos website. Right now, if I have to respond to ...

Created 05 May 13:49

1
46 Vote

Neos - Printing Notes directly from tab

User would like to print selected (single/multiple) notes to print.

Created 04 Jun 16:29

General

5 Already exists
1 Vote

Middle initials in rolodex

You shouldn't have to open the initial pull up of the clients with the same first and last name before you can see the middle initial. Useless!

Created 16 Oct 19:41

0
1 Vote

Ability to Add Image Presets to PDF Editor

The PDF editor has a section that mentions "No Presets" unlike the other features within the "Insert" tab, which do have presets. It would be very helpful with documenting efficiently if we could have a way to add presets that are commonly used in...

Created 16 Oct 16:00

0
6 Vote

Ability to not send Outlook invite when adding event to calendar.

When someone creates an event in calendar, sometimes it needs to go out for the entire staff, the staff then receives an outlook invite. There are calendared events that just do not need to have an invite go out. Doing this then causes the organiz...

Created 19 Apr 17:29

0