Ideas & Enhancements
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Option to select "type" when creating a note from the value tab.

In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.
Guest 4 months ago in  2

Allow custom view/formatting for cases per person's own settings

Allow users to choose how to view their cases, including a main page where they decide what specific tabs/boxes they need to immediately see when they look at a case.
Guest 11 days ago in  0

Go directly to the document, or billing, or whatever specific thing you are clicking on from a dashboard

I have a dashboard showing my billing entries, a dashboard showing documents received, etc. where it is clear that if I am clicking on that entry -- I either want to revise that specific time entry, or go to that specific document. There has never...
Guest 11 days ago in  0

Neos: Value Tab Layout. Prevent resizing of the column widths

Same as the column order is remembered, the column size preference should be saved per user per case type. When you resize the columns, then open a value entry, and then go back to the list view, all of the column sizes reduce.
Guest 9 months ago in  5

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
112 VOTE

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...
Guest about 3 years ago in Integrations 9

Signify e-mail tagged by another User on Outlook

It would be amazing if we could see that an e-mail has been tagged to Neos by another user on the e-mail.
Guest 5 months ago in  1

Please - TAKE AWAY the auto-generated documents when marking a task done.

We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!
Guest 7 months ago in  4

Provide for "if, then" logic to generate tasks in the checklist

Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...
Guest 2 months ago in  0

Add one line of Synopsis screen to the individual cases durng search

It would be very helpful if we could see at least the first line of the synopsis when searching for cases where the party has multiple cases. Often time we identify the case by the body part which is listed in the synopsis.
Guest 2 months ago in  0