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Ideas & Enhancements


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Showing 1614 of 1614

Outlook Add-in activity feed

It would be beneficial if there was a way to see past activities done in the Outlook add-in, similar to the Activity Feed in a case.
Guest 1 day ago in  0

Increase # of Notes that can be toggled

Neos only loads up to 50 notes to toggle through at a time, when you reach 50 you have to close the Notes viewer and scroll through the Notes tab to find the next group of Notes to read. Neos should load all notes at once.
Guest 16 days ago in  3

SMS Messaging, give the option to make the box bigger

When sending a new SMS Message, they would like to see the option to make the box that pops up larger so you don't have to scroll down on the big box. So when you select quick text, you don't have to scroll down on the big box to see the options o...
Guest 3 days ago in  1

Duplicating Documents on Docs tab - Ask to Rename prior to save

When duplicating a document on the Docs tab, it does not ask to rename the document before refreshing. So, you have to search the documents tab for the COPY of the document, then open it and rename. It should ask you first, before making the copy.
Guest 4 days ago in  0

Case Calendar - Allow Change to Default Time of Appt

When adding an appointment from the Case Calendar tab, the appointment automatically defaults to 12:00am-12:30am - this can be overlooked when scheduling quickly, which leads to not being able to see the appointment on your calendar. Please add th...
Guest 4 days ago in  0

How Do I Take Aid From Cash App Support To Fix Cash App Transfer Failed Errors?

Are you seeking technical assistance from the Cash App support professionals? Luckily, these geeks will provide you with the right troubleshooting assistance to deal with your Cash App Transfer Failed problems permanently from the root. To deal wi...
Guest 4 days ago in  0

How To Borrow Money From Cash App If You Are Not Even A Bit Technical?

You don’t need to be a technical sound user of Cash App to leverage the borrow feature of Cash App at its best. However, you don’t need to worry if you are looking to take a loan on Cash App but don’t even know about How to Borrow Money from Cash ...
Guest 4 days ago in  0

Auto-refresh of the Neos Today Checklist

It would be useful if the Neos Today Checklist auto-refreshed after a checklist item has been edited instead of having to manually having to refresh.
Guest 5 months ago in  13

Template Generation - Allow ability to choose address on generation screen

To avoid having multiple providers due to multiple office locations in Neos, we encourage the use of multi-addresses. However, merge templates typically pull from the Default Address. So if someone has to send something to the Billing department a...
Guest 4 days ago in  0

Editing Duplicated Documents on Case Docs Tab - Stop Autorefresh

After duplicating a document on the docs tab, you need to find it in order to edit Title, Author, Date, etc. Currently, if you open the side pane to edit the document information, it auto refreshes after clicking out of each field. This adds secon...
Guest 4 days ago in  0