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Visible status color change in Neos calendar

Currently in Neos a calendar event has a color assigned to the event status (open-green, canceled-red, done-gray, etc.) It would be very helpful to show the color that is assigned to that status on the Neos Calendar in order to check the status qu...
Guest about 1 month ago in  2

Link Documents to Values Entry,

If I receive an attachment via email that is related to a Values entry (billing ledger, claims ledger, invoice, etc), I would like link/upload that to the values entry without saving a copy of the file locally and then uploading as an attachment t...
Guest about 1 month ago in  0

Replies to email auto tagged, and sent from Neos not OL

When replying to an email from Neos, it should reply from the system, enabling the user to be able to send documents from the case and auto-tagging the email to the case at the same time
Guest about 1 month ago in  3

Add in notes column to default checklist dashboard

Add the option to display the notes column in the default checklist dashboard
Guest about 1 month ago in  0

Note Topics - Favorites

It would be useful to allow for some "Favorites" to be at top of the Topics list, so we don't have to do so much scrolling, whether from Notes itself or from the Outlook Add-In. There are 4-5 topics that I use heavily, with most of the others used...
Guest about 1 month ago in  0

Include (or allow option of) contrasting color schemes

All fields, tabs, screens, etc throughout Neos are the same washed out white/pale gray, minimal color scheme. This makes is hard to visually differentiate various fields. Fields of greater importance, or which need to be accessed more often, could...
Guest about 1 month ago in  0

Allow renaming of attachments when tagging from Outlook Add-In

When tagging an email with attachment, and tagging the attachment, it would be useful to have the option of naming/renaming the attachment from the Outlook Add-In. As it is now, after saving you still have to make a separate trip to the Neos brows...
Guest about 1 month ago in  2

"State" Dropdown in the Case Tab

One feature that would be beneficial to have would be a "State" dropdown in the Case tab. Our firm practices in multiple states, and for each case, it would be helpful to insert a label as to which state the case is in. This would be helpful for c...
Guest about 1 month ago in  0

Ability to adjust 'In Litigation' status on case header

In its current functionality, there is not a method to adjust the status on the case header if it is marked as 'In Litigation' to a different status. The only workarounds at the moment are to either enter a closed date for the case (effectively pu...
Guest about 1 month ago in  0

Merging documents using PDF editor in Neos also add typewriter tool

Add 'browse filter feature' in PDF editor in Neos to add document to PDF that you are editing by case + case folder + category. Currently there are no filter feature. When you go to add document to PDF using Neos PDF editor it pulls up the entire ...
Guest about 1 month ago in  0