Ideas & Enhancements

1 Vote

Neos: Email from case - ability to set the FROM email address

It would be very beneficial to be able to send an email under someone else's signature within our O365 account.

Created 20 Dec 18:00

0
14 Vote

Have calendar year start at current year

You shouldn't have to scroll to go to the next year, most people wouldn't create calendar events in the past. It takes a lot of extra time when you are calendaring many events for the next year.

Created 05 Dec 15:30

1
60 Vote

Ability to Arrange Order of Checklist Due Dates displayed in Neos Calendar

Currently case checklist due dates can be sent to the staff's Neos calendar. However, there is no way to reorganize the order of those items. For instance, if a user has 10 items due on a particular day it would be great to rearrange those items i...

Created 11 Oct 15:50

28
58 Vote

Push Checklist Due Dates to Outlook Calendar

Currently Checklist Due dates are only displayed in Neos calendar. The Checklist Due Dates need to be pushed to be visible on the Outlook Calendar, perhaps as a task? In any event, if Outlook is the "source of truth" it should also contain and dis...

Created 11 Oct 16:03

25
57 Vote

Ability to Click and Access any Checklist Item Displayed as Due on the user's Neos Calendar

While it is great having Checklist Due Dates push to the Neos calendar, it would be more efficient, helpful and useful if the entry was clickable to access the checklist item for updating the status, due date, etc. Currently, the checklist due dat...

Created 11 Oct 16:01

24
140 Vote

Reinstate sorting by "Date" in the Case Calendar

It is imperative that we are able to sort by the date of the calendar entry on the Case Calendar.

Created 05 Jun 20:20

25
2 Vote

Ability to use more than one e-mail domain when working in the Neos calendar

We need the ability to use more than one domain for our e-mail addresses when creating events in the Neos calendar. It is stated in Knowledge Base article, "accessing the Neos calendar" that All Staff must be on the same, non-aliased domain (e.g.,...

Created 17 Dec 20:56

2
24 Vote

Improve Provider Usage Results

When viewing the "Provider Usage" from a provider card the list of Provider results disappears after the user selects one of the items from the results. There are two issues with this behavior. 1. After the user views the selected result, the user...

Created 11 Nov 19:25

3
10 Vote

Ability to add emails to the dropdown in the notes section

Currently the notes section only populates emails in the To, BCC, CC dropdowns that are associated with the case already. Allowing you to add emails to this dropdown and save them would save time when you need to email someone that is not already ...

Created 02 Dec 16:41

2
1 Vote

Option to select between vendor and customer when a name is linked during check postin

At this time, when posting a check and linking the name of the provider, it automatically sets the link as vendor Some checks use the party as the provider on the value entry as that is who the check is going to, however, the name is set as custom...

Created 18 Dec 16:41

0