Ideas & Enhancements
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1
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File Explorer
Be able to use the file explorer. The whole tag thing is pointless.
Created 27 Mar 15:16
0
13
Vote
Add option to open PDF's in the Adobe Acrobat browser version
Opening PDF's in Neos will lead to the PDF in SharePoint instead of opening in a separate Adobe Acrobat browser even while the Adobe browser extension is enabled.
Created 26 Mar 19:28
0
4
Vote
Add option to auto delete tagged emails within the Outlook add-in
Add the ability to delete tagged emails similarly to the option offered in Trialworks for filled emails.
Created 26 Mar 15:08
0
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
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
1
Vote
Bill to matter via at same time as tagging emails using the Outlook extension
No description provided
Created 22 Mar 14:28
0
5
Vote
Fix Excel =SUM to Not Break Templates
Currently having an =SUM in an Excel Document creates an error when generating a template from that document, even if the document does not source anything from the Neos file. Please fix it so it generates the document correctly. Support told me t...
Created 20 Mar 20:15
0
1
Vote
Allow user to select which fields are in the preview on user defined list tabs before double-clicking into the list
No description provided
Created 20 Mar 18:40
0
4
Vote
Be able to use the "tab" key to move from to, to cc, etc.
No description provided
Created 20 Mar 18:39
0
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