Ideas & Enhancements

5 Vote

Tagging emails via SHARED mailbox

It would be highly beneficial to have the ability to tag emails from a shared mailbox to which you have access. For example, tagging a new client email received through info@"yourdomainname" directly to their intake or case file would streamline o...

Created 02 Jan 19:54

0
14 Vote

Add a search filter to the case calendar tab

It would be beneficial to be able to search within the case calendar, by both date range and descriptions or notes.

Created 04 Oct 22:45

0
83 Vote

Batch print

We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...

Created 01 Nov 20:09

10 Planning to Implement
14 Vote

Delete Document after Moved (via drag & drop) into Neos

Drag & Drop of documents into Neos should work like FileIt did in TW - it should delete from original location! Once the document is in Neos it's then in Sharepoint and there is no need for a local copy!

Created 30 Sep 17:44

1
5 Vote

Allow sorting/favoriting of settlement memo so the one you use the most is at the top of the dropdown

This would save some time trying to find the correct settlement memo. We always use the same one, if we could favorite it and have it at the top that would be helpful and save time.

Created 31 Dec 21:57

1
25 Vote

Restore persistent mini calendar to calendar view

Having an always visible mini calendar is very helpful to our staff for scheduling purposes. Our staff is now very upset that it is gone in the redesign. Please restore it to its previous position.

Created 05 Jun 17:32

1
5 Vote

Let Me Choose User Defined Fields For My Columns

At one point, I was able to select custom fields to show up on my columsn and then this feature was taken away. Given that the user defined fields are there to be more helpful, I do not know why this has not been added as a feature. It would save ...

Created 30 Dec 15:23

0
33 Vote

Manual checklist status set to "Open" instead of "Blank"

The auxiliary checklist items that have no reference and are set manually should be an open status instead of blank.

Created 06 Mar 20:37

2
4 Vote

Add company letterhead feature to Neos for SharePoint document printing.

Microsoft is starting to block third-party print drivers used for printing Letterhead on office copiers with its latest 24H2 update. This is being implemented because of security concerns with these third-party drivers.

Created 09 Jan 20:38

0
58 Vote

Unlimited Neos Today Dashboards

I would like to propose having unlimited Neos Today Dashboards for either the entire firm or for the admins at each firm. Neos Today Dashboards make it seamless to optimize and individualize workflows while being able to monitor KPIs for each team...

Created 06 Jun 14:55

3