Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2683 of 2683

Tagging emails to another tab

Ability to tag emails to any tab in Neos.
Guest over 2 years ago in  0

Tagging emails to a separate email tab

In Neos, it would make more sense to have a separate email tab to save the tagged emails to rather than in the Notes tab. Notes for some users is specifically notes you write that you created, while the emails would be useful to have in a separate...
Guest over 2 years ago in  0

Would it be possible to have the Case Status (Active, Pre, Settled, etc) show up in the search results?

Needles 5 enhancement
Guest over 2 years ago in  0

Auditing Permission Changes

Would like the ability to run an audit report pulling information on changes made within permissions for staff and groups.
Guest over 2 years ago in  0

Neos - Option for Holidays on the calendar viewable for all users

When looking at the Global Calendar in Neos, it would be a great option to have Holidays added for all users without the recipients having to accept an invitation. An idea for this would be to overlay the United States Holidays Calendar in Outlook...
Guest over 2 years ago in  1

Ability to save word document as a PDF right from casedocs

We should have the ability to save a word document as a PDF directly from CaseDocs. That way - if I draft a settlement acceptance letter from templates, I can save it as a PDF directly and then fax it. Now we have to hit Save As in Word, and then ...
Guest over 2 years ago in  0

Ability to send message from notes, copying the note under the new message

If we're looking at notes, we should have teh ability to send that note as a new message, and it copies the content of the note into the new message (like a reply e-mail) so that the person receiving the message knows what we're referring to in th...
Guest over 2 years ago in  0

Neos - Second 'User Defined' Header

Similar to NEED50-I-342, Users would like the option to create a second header that is made up of user selected fields from within that case type.
Guest over 2 years ago in  0

Neos - Case Tab Standard Field Layout - Editing

Users would like the ability to rearrange the fields/sections included in the standard section of the case tab. This way the firm can organize which information is more important and can be seen at the top of the tab when navigating to the case tab.
Guest over 2 years ago in  0

Neos - Date of Incident - Time of Incident

There is a date of incident field in the case tab, but not a time. Either allow users to add a time to the date of incident, or create a new field for time of incident.
Guest over 2 years ago in  0