Ideas & Enhancements

5 Vote

Cloud - Use email or name in Outlook email to search and tag in case

When tagging email to case, you have to manually type in name or email, but would be nice if it will automatically find a case based on the email or client name in the subject line.

Created 20 May 14:29

1 Shipped
4 Vote

NEOS: Outlook Add-in should have function to link Calendar items to cases

Since the Needles calendar is often hit-or-miss on whether it pulls in the user's Outlook, the Outlook Add-in should have the ability to link events directly to cases so the user can edit them directly in the Case Calendar tab.

Created 07 Aug 14:49

General

0 Shipped
4 Vote

SaaS - Make Synopsis Tab Larger

Request to make the synopsis tab larger

Created 22 Jul 18:38

General

0 Shipped
4 Vote

Dashboard Time Refresh

Right now when you set up a dashboard tile and select the timeframe of "last 30 days," it is just a quick way to select the past 30 days. It does not keep the tile updated to constantly stay at the last 30 days. It would be nice if the dashboard t...

Created 09 Jan 15:44

General

0 Shipped
3 Vote

NEOS - Dates in the Value Tab

At the moment, when selecting a date range on the value tab, you have to select a range. It would be nice to either be able to type the dates or select the start and end dates separately. The date tool is a little clunky to use as a new user.

Created 16 Jul 15:34

General

0 Shipped
3 Vote

CLOUD: sort the document type or any mini directories drop down in alphabetical order

CLOUD: sort the document type or any mini directories drop down in alphabetical order. The user was using the docuemnt type when uploading document and notice her c, and d options are listed below, like way below. She wanted it sort by alhabetical.

Created 31 Mar 14:05

General

0 Shipped
3 Vote

Case Document Categories can't be set per doc to fillin automatically after a doc is merged

Merged docs can create a new Case Documents tab item, but it can't automatically fill in the Case Document Category, so after merging a new doc, the user has to go to the Documents tab and manually give each new doc a category. This takes extra ti...

Created 10 Apr 16:58

1 Shipped
2 Vote

NEOS - Trash Can for Recent Searches/Clearing All Recent Searches

Would like to see the trash can brought back to delete the recent searches. It existed before the 12/21/2020 update but no longer. Would ALSO like to see the option to clear all recent searches.

Created 30 Dec 18:13

General

0 Shipped
2 Vote

Neos: Ability to Use Document Tags to search/group other docs with the same tag

Either by clicking on the tag or via a filter at the top.

Created 08 Oct 21:42

General

0 Shipped
2 Vote

Make comment box bigger

On the records request tab, going into providers. We should have the note/comment box much bigger. When we make a note it should be going down not side ways.

Created 02 Oct 14:49

0 Shipped