Ideas & Enhancements

11 Vote

Neos - Post new note to all companion cases without copying the note after it has been created

Currently, you have to create a note for 1 case and then copy it using the Bulk Action menu from the case note list view. It would be nice to see ability to attach notes to companion cases while it is being created.

Created 30 Mar 19:58

1
12 Vote

Automatic Email Tagging

In addition to automatically tagging emails when sent through Needles, there are certain email addresses that are ALWAYS associated with the same case and it would be great to be able to set up some type of rule to automatically tag all emails to/...

Created 19 Nov 16:55

Messages

1
2 Vote

Integrate Elevate

Can we integrate Elevate, our phone system, the same way ZoomPhone is integrated?

Created 10 Jun 14:16

0
11 Vote

NEOS - Sort by date in case folder view

The ability to sort by the date in the case folder view of the Documents Tab.

Created 26 Mar 20:02

General

2
9 Vote

Add ability and functionality to copy or clone Intake Layouts for Case Types, like users can copy case tab layouts.

No description provided

Created 09 Dec 19:28

0
6 Vote

Neos Integrations pages

On each page a detailed description of what the integration offers, a link to the Knowledge Base Articles for that Integrator, and a link to the Integrators website.

Created 03 Jan 20:31

0
11 Vote

making certain fields within Neos required

we would like to have specific fields within Neos. the list is below. Last name is required already, can we make first name a required field? General information page Can Date of incident be made required fields? Can court name be made required fi...

Created 19 Mar 15:56

Auditing

2
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
5 Vote

Be able to have the same category for all attachments being saved to neos from an outlook email

Sometimes I attach a lot of documents to an email. When I save them, I manually have to select the type/category for each document on the needles tab on the side of Outlook. A lot of times, all documents are the same type. It would be nice to be a...

Created 12 May 16:55

0