Ideas & Enhancements
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Allow Attachments to be saved to Email being sent when tagged rather than having to go to Sent folder to tag email to get documents to attach to email being sent.

When I am sending an email, I have to send the email, then go to the sent folder and then tag the email so get the documents to attach. This is very inefficient. When using Needles, I could hit "Send and Post to Needles" and never had to go to the...
Guest 6 months ago in  0

Add a way to select a case that is not currently in an open tab from the create time entry button window

When you click "create" then "time entry, a window will open to add a new time entry, but currently only lets you select a case that is currently in an open tab in Neos. Please make it so that you can select any case whether it is in an open tab o...
Guest 15 days ago in  1

Function to mass update multiple case types at the same time or push a change to the same tab to multiple cases.

This would save massive amounts of time and ensure a case type an update should apply to wasn't mistaken missed because the user had to update 10 case types and missed one.
Guest about 1 month ago in  0

Add time duration option when creating a new calendar event

When creating a new event, the timing is an automatic 15 minutes. Most, if not all, meetings are not 15 minutes long and it is excessive to have to change the times, am or pm every time. Please add a time duration option to avoid this.
Guest about 2 months ago in  0

When sending documents from case tab, Let us know if the file is too large to send!

When e-mailing a large document from Neos, if there is an issue with the document size, Neos should give us a pop up of this. Outlook has a file size limit of 20 MB or less which causes Neos not to attach a file over this size. Then, it looks like...
Guest about 2 months ago in  0

Auto-Fill Case Caption in "Re:" Field When Sending Emails from Neos

When sending emails from Neos, would like an option to auto-fill the case name (or other data field info), into the "Re:" field. This was an option in Trial Works.
Guest 12 months ago in  3

Send Email from Neos - Add cc, bcc and from fields.

Currently, all recipients are placed in the TO field. In order to properly note who is responsible for the email (the person in TO), and also note who is just added as an FYI (cc field), we would like you to include those fields. Also, if someone ...
Guest 11 months ago in  0

Add Search Contents of Files to the Browse Documents tab.

This function currently only exists in individual cases. There are users who would like it to be available from the Browse documents tab to search the entirety of their database at once.
Guest 10 months ago in  10

Copy/Duplicate Cases

It would be beneficial if we could duplicate a whole case to make a new one from it, instead of being able to only copy certain tabs to a case.
Guest almost 2 years ago in  6

Make more fields available in PDF Document Coding

Not as many fields are available for coding PDF's as there are in Word. Would be very helpful to add more fields, and multi-record select.
Guest 7 months ago in  0