Ideas & Enhancements
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Option to open word doc or PDF in native program instead of opening new window in browser

There should be an option to open a word doc or PDF in WORD or Adobe directly instead of opening it in another tab in the browser. WORD documents when opened in the browser look funky and we rarely edit documents in the browser, almost always edit...
Guest almost 4 years ago in General 1

Add Ability to Customize Background of Needles

Would like the ability to customize the background color of Needles so it is not white
Guest almost 5 years ago in General 3

Send Email from Neos - Add cc, bcc and from fields.

Currently, all recipients are placed in the TO field. In order to properly note who is responsible for the email (the person in TO), and also note who is just added as an FYI (cc field), we would like you to include those fields. Also, if someone ...
Guest 10 months ago in  0

Notes Tab should allow printing of multiple notes by "checking "them off - Bulk options should allow printing

The purpose of this program should be to make things easier to do -- There may be a specific report for printing case notes, but that is too many steps -- it needs to be a simple process that is on the Notes Tab -- either adding "Print" to the bul...
Guest almost 2 years ago in  2

Be Consistent Between One-Mouse Click and Two-Mouse Clicks Openings

It takes one mouse click to open a companion case, but takes two mouse clicks to open a case from the checklist, etc. These shoud be consistently one or two clicks throughout the system so the users can rely on muscle memory to get things done.
Guest about 2 years ago in  0

Sorting while Searching

No description provided
Guest almost 3 years ago in  9

Email Tagging by Date and Time of Email, not time of tag

Currently, when you tag an email, it imports the information into NEOS based upon the date and time you tag the email. With multiple emails often coming in at all hours, it would be best to have the tag read from the email header and tag based upo...
Guest about 3 years ago in Integrations 3

Attach Documents through the Outlook Addin

At the moment, the only way you can email documents from Neos is to create a brand new email. It would be nice for the addin to have a function to pull a document from a Neos case into an email. This would allow the ability to attach documents to ...
Guest over 3 years ago in Integrations 1

DELETE "Blank" Checklist Status

No description provided
Guest about 2 months ago in  1

Add Search Contents of Files to the Browse Documents tab.

This function currently only exists in individual cases. There are users who would like it to be available from the Browse documents tab to search the entirety of their database at once.
Guest 9 months ago in  10