Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2709 of 2709

Drag and Drop Files from Emails Directly to Neos

It would potentially save time to be able to drag files directly from Outlook emails into Neos consistently. Some users are already able to do this it seems.
Guest about 1 year ago in  0

Tag an existing case document to a note(s)

Currently if I'm adding a note in the Notes tab, and I want to attach a document, the file explorer window is the option I'm given, and the document I select will be added as a document in the Case Docs tab. I'd like the option to select an EXISTI...
Guest over 1 year ago in  0

drag and drop documents from Neos into an email as an attachment

It would save a TON of time if we could drag and drop docs in Neos into an email to be sent as an attachment. We can already drag from email and drop to Neos - why not have the ability to drag from Neos and drop to email? Would save so much time v...
Guest over 2 years ago in  3

Widget for linking documents found on DOCS Tab to any other location in NEOS.

A widget that links any document on the Documents Tab to any other Tab in Neos. For example, the widget creates a link with the Witness Tab to the witness's deposition. Link name is by default the file name. Link is underlined blue or some color t...
Guest about 2 years ago in  2

Incoming paper mail Process - Bulk scan

Typically, incoming mail is bulk scanned and separated into files. You should be able to bulk imput those docs into the system. So when you dragged 10 documents over you could have multiple inputs to put the items into many cases at once. You also...
Guest about 3 years ago in  0

Kenect integration needs to post to case notes automatically

Right now the integration allows you to assign a text thread to a case from Kenect and the "sync" posts the messages to the Neos, but you still have to go through your Neos messages and post each message to the case. Please improve the integration...
Guest about 1 year ago in  0

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest about 1 year ago in  0

Neos - Post new note to all companion cases without copying the note after it has been created

Currently, you have to create a note for 1 case and then copy it using the Bulk Action menu from the case note list view. It would be nice to see ability to attach notes to companion cases while it is being created.
Guest about 3 years ago in  0

Remove dead SharePoint links

We work inside Neos for document management, but occasionally a Neos-linked file will be deleted on the SharePoint/OneDrive side. This creates a dead link to that file ("missing" file). The prompt when a dead link is clicked is to attempt to locat...
Guest 8 months ago in  0

When changing the staff assigned on case screen, would like the checklist items that are open to update to the new assigned staff.

Would not have to go to the checklist and change initials for the new assigned staff for that position.
Guest about 2 years ago in Checklist 0