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Neos: Tag Email - have the ability to see if someone else has already tagged an email you are included on

This will prevent duplicate tagging, as well as save the users time if they know someone else has already tagged the email.
Guest 3 months ago in  8

Neos: Email Tagging - Also show if the attachments were tagged to the case

While in Outlook, you can see what case an email was tagged to, but it would be better if we could also see that the attachments were tagged to the case.
Guest 3 months ago in  1

Neos: Ability to tag an email that is downloaded from the notes tab

This would be useful when the person who sent the email did not include an attachment and you want to re-tag the document on their behalf.
Guest 3 months ago in  0

If you are in the text message thread, you should have an link to the client's case.

This panel should have a way to go directly into the case from the text thread.
Guest 3 months ago in  0

Tag and bill for email at same time

The current setup is that we use the NEOS Outlook add-in to tag the email, then open NEOS and manually bill for drafting or reviewing said email. It would be very helpful if that could be streamlined so that the plugin allows for emails to be tagg...
Guest 3 months ago in  0

Add the ability to tag multiple documents at once.

Users may be uploading large quantities of documents at once. Needing to tag each document individually can be inconvenient, especially if there's hundreds of documents that will be tagged the same.
Guest 3 months ago in  3

Company favorite reports

Please add the ability to share favorite reports with another user OR have a place to mark company most used/favorites on reports in the back end, so users can be consistent with the typical reports pulled.
Guest 3 months ago in  0

Return the Provider's Contact Info to the Preview Window for Value Items

Franklin D Azar reports that their Accounting Team used to be able to see the Provider Information in the Preview Window of a value item and now they cannot see it as conveniently and they would like this functionality restored please.
Guest 3 months ago in  1

Docusign via intake action from Intake Pro should send staff to docusign before emailing the document

When sending a document via docusign from a case, it will first take you to the docusign site to make any last minute changes (i.e. changing the name format to be first last instead of the default last, first) Sending via docusign from intake acti...
Guest 3 months ago in  0

Saving changes to PDF forms

I have the premium package, and I can't save edits to PDF form fields. Not sure why; any tips?
Guest 4 months ago in  2