Ideas & Enhancements

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...

Currently there is no add -in for Mac users to code their own templates.

Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present dayEX: You save a report with a filter for the past month and it specifically defines a start/end day 30 days to current day. It wo...

Add friendly warning/error when attempting to email a document that is too large for email or too large to be recommended for email, such as 15MB+

Currently inside of neos whenever you are to open an entry, like a note, and return back to the list, it will take you to the top of the list forcing us to search for the document again. It would be great to see the list bring you back to the loca...

We would like the functionality to share cloud documents more like Dropbox. In dropbox I can create a folder and add whatever documents, images, videos, etc I want to share, then share/copy a link to the folder with other people.In Neos, I can Ema...

Neos - Add Ability to drag and drop Party Photo on Party Tab

It's possible this behavior is evident in other areas, but is right now most noticeable when sending a message and using the case search. After clicking on the case, it opens a party selector and defaults to the first party added to the case. In s...

Is there any way that we can get them to make it where we would be able to use the “tab” key to move to the next entry box? Right now, if you use it, it will erase the information you’ve entered into your current entry box. This is especially frus...

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