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Texting Function from the Notes tab

Texting from the Notes Tab using a Specific Note Topic. Send Text. Client Replys and automatically Posted to the case. Cooper Hurley was using 3rd party to text using Needles 4. They did not know that Needles 5 texting uses Outlook and you have t...
Guest about 3 years ago in Integrations 0

Neos - When Emailing a Document, Pull the Merged Name's Email Address

When emailing a document from the document's tab, firm would like the ability to auto attach the email address of the merged name in the address field
Guest about 2 years ago in Integrations 0

Dashboards - Should Pull Any Staff & Have Date Filters Auto Updates

Firm would like ability to pull any staff instead of only primary staff, and would like date filters to auto update (daily, weekly, monthly, quarterly)
Guest almost 3 years ago in Integrations 1

Have the DocuSign send notifications to user's when a document is sent back

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docum...
Guest almost 2 years ago in Integrations 0

Neos: Wants to be able to print check multiple checks at once for same provider.

In the desktop version, when I wanted to process a check, the steps were as follows. Case, check processing, export checks. Then I could click on value and select some OR all of the checks. In the case where we have paid multiple checks, I could s...
Guest over 2 years ago in Accounting Integrations / Integrations 0

Having the ability to open word docs directly in the desktop app.

Law office of Dean Boyd wanted to be able to open word documents in the desktop app instead of a new tab. There is a setting in word you can set to decide how to handle hyperlinks, but it doesn't work on Neos but does work on SharePoint. This woul...
Guest about 2 years ago in Integrations 0

Outlook Post and Send Note Date set as when Email was received/sent, not when posted.

Outlook Post and Send Note Date set as when Email was received/sent, not when the note was posted.
Guest over 3 years ago in Integrations 1

Cloud - Add a url for search

Adding a URL to the search will give the ability for 3rd party applications such as RingCentral to run searches of the caller ID into our system. As an example, this is what is use for Salesforce: https://my.salesforce.com/search/SearchResults?sea...
Guest almost 3 years ago in Integrations / Search 0

Integrate with Kenect

We use Kenect for text messaging. Kenect offers us an easy way to get reviews, but additionally, we also love it because it is one number which our clients can text and our entire office has access to. The texts can then be assigned to individual ...
Guest about 2 years ago in Integrations 0

Text messages should be automatically posted to the notes tab

The integration with texting would work great if the text messages got posted directly to the Notes tab so you do not have to post to needles from your outlook.
Guest about 3 years ago in Integrations 1