Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2685 of 2685

Notes emailed should include attachments.

Any notes that are emailed through Neos to Outlook should include the attachment, if included.
Guest about 1 month ago in  0

Allow Attachments to be saved to Email being sent when tagged rather than having to go to Sent folder to tag email to get documents to attach to email being sent.

When I am sending an email, I have to send the email, then go to the sent folder and then tag the email so get the documents to attach. This is very inefficient. When using Needles, I could hit "Send and Post to Needles" and never had to go to the...
Guest 5 months ago in  0

Outlook Add-In: Tagging More than One Email at a Time

It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
Guest over 1 year ago in  6

An Icon to identify when a case is part of a companion group.

Change the visual of the icon in the left navigation pane of the case to identify when the case is included in a companion group. For instance, a red block like in Needles.
Guest 10 months ago in  0

NEOS Notifications Sound

It would be great if we could have a "ding" or some sound notification when a notification is received so that we don't have to always be looking at the screen to know we've received a new notification.
Guest about 1 year ago in  6

Email Font/Size/Color - Ability to change Neos' email default setting in Staff Profiles

Writing styles are very personal, and this extends to how our emails look and present to the reader. With Neos being a highly customizable program with an integration to Outlook--which is highly customizable as to theme fonts, size and color--it w...
Guest 3 months ago in  1

Customizable Columns in Staff Directory

Currently, most areas of Neos where there is a list of entries there is also an option to modify the columns. On the staff directory there is no ability to modify the columns. It would be very helpful to have the column chooser functionality avail...
Guest about 2 months ago in  0

New calendar event default time increment to 30 minutes instead of 15 minutes

Firm only schedules events in 30 minute increments so it would be beneficial for the calendar to default to 30 minute increments instead of 15 to not have to change it manually
Guest about 2 months ago in  0

Printing Calendar

It is imperative that we are able to print the calendar from Neos as we could with all prior versions of Needles! I would like the ability to print daily, weekly and agenda views of Neos Calendars!
Guest 2 months ago in  1

Show the cc in the Email preview side panel

It would be helpful to see the cc in the notes email preview side panel. Currently, only can see the To and From.
Guest 3 months ago in  0