Ideas & Enhancements
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Advanced Search FROM options - Please add "Last Month" as an option

This will allow us to run reports to show the month as a whole starting on the 1st, instead of the last 30 days which includes only the previous 30 days from the date the report is run. There is currently an option for "This Month". An option for ...
Guest 10 months ago in  0

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

When using Send Email in Neos, give us the option as to whether to post the PDF version of a Word document to the case

When you send a Word document via email in Neos, you can have Neos convert the Word doc to PDF. We would like the option as to whether to include that PDF document (an exact duplicate of the Word document) to the Documents tab. It not only is a du...
Guest 10 months ago in  1

Disable option to Open in Outlook when using Send Email from Neos

Our Firm does not use Outlook online and want to have the option to disable the Open in Outlook option in Firm Preferences.
Guest 10 months ago in  0

Ability to create a TODO item from a case note

Ability to create a TO-DO or F/UP directly from a case note instead to having to navigate to checklist, add and then type
Guest 10 months ago in  2

Do not require recipient when emailing a document

Preferred the way it was before
Guest 10 months ago in  1

Not allow users/staff to edit or add notes to a closed case.

When searching for cases and a closed case pops up, for there to be an option for a pop up saying that this is a closed case or not allow users to edit closed cases unless given permission.
Guest 10 months ago in  0

Ability to increase font size on reports

current font size is very small
Guest 10 months ago in  0

open email in Outlook get green notice email successfully sent

Please don't give me a green notice that email was successfully sent when I only opened the email in Outlook! It is a very panicky moment even though I believe it does not actually send it as far as I can tell.
Guest 10 months ago in  0

Cannot open in Outlook without entering a recipient.

After 6/29 update, Neos requires a recipient to be entered into the field for the user to open the email in Outlook. This was not the case prior to today. This is considered worse because of the stored emails. Outlook has more stored emails than w...
Guest 10 months ago in  2