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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

Add Time Zone Field to Custom Time Function of Scheduling an Email

The ability to schedule an email is nice but there is one small issue with it. Neos uses the time zone in the staff profile to determine the proper delivery time. If I work from a different time zone, I will have to remember this fact when setting...
Guest 10 months ago in  0

Quick Add Email - Auto Generate Case # and Case Name in Subject

When you use Quick Add for email, it does not generate case # and case name in the subject line as it does in other areas, please add
Guest 10 months ago in  1

ability to open email in outlook without pre-populating an email address

I appreciate the new email features, however, I would like the ability to either populate a custom value email address or bypass this field and open in Outlook to then email to someone not affiliated with the case contacts, such as a coworker or m...
Guest 10 months ago in  6

Gender Selection in Party Tab

Can we just eliminate this altogether? In this day and age, it's probably best to address client letters without a prefix at all. "Dear John Smith" or "Dear Mary Smith" is really all you need. If the prefix isn't selected in the name details on th...
Guest 10 months ago in  0