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 ...
Allow firms to choose the subject line of their emails. When sending 1 document it takes on the case name and document number; when sending multiple, it only shows the number of documents.
Party/Case screens require a lot of scrolling for information
Every single screen you have to scroll miles to get to the information you want. In previous versions, you were able to see most everything you needed right when you opened the party or case screen. It would be nice to adjust the box sizes in the ...
Hi! It would be great if you can give the us the ability to enable certain case type headers to change to different color(s). For ex. if they change from Intake to Minor Case Type, then have a different color header for all minor case types. Curre...
Option to open a case in Neos that an email is tagged to from outlook
Add a button to the outlook insert tab that will open a case in Neos that the selected email is already tagged to. Users would not have to pull up the add-in to see the case that the email is tagged to and then search it up in Neos just to open th...
Adding Accident Information Standard Tab to Intakes
For the Accident Information standard tab that was added to cases, it is not possible to add it to any intakes even though it is enabled for the case type. It does not appear in the intake nor is it available as an option in the Intake Layout Mana...
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