Ideas & Enhancements
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Neos: "Add" button available when value item is open.

Would like an "add" button pinned above the opened value item, so that we don't have to back out to list view to add a new value item.
Guest almost 4 years ago in General 0

Notify Multiple Staff when a Note, Message, Calendar Event

Tag another user in a note upon saving, which would give the tagged user a notification or message about that note. - Tag a case/send a message from a case which auto-populates the case information in the message (this was a feature in a previou...
Guest almost 4 years ago in Messages 0

Cloud - Search Name in Outlook Addin with Enter

When you are searching for a case in the outlook addin, it would be nice to be able to execute the search with "enter" rather than having to click the search button.
Guest almost 4 years ago in Integrations 0

Cloud - Have a quick pane for office add-in to easily see what case is what when tagging emails

We have submitted tickets on the fact that the quick panes do not include all of the necessary information to identify the proper case if a party is associated with more than one case (i.e. the party's role and case synopsis would be much more hel...
Guest almost 4 years ago in  0

Bookmark for Office Add-in

Need to add a bookmark for office for 'Gender Pronoun' i.e.: He/She or His/Her.
Guest almost 4 years ago in General 2

CLOUD: ability to send document straight from the document tab

The client want to be able to send document straight from the document tab. If they are able to do document send then it should be able to send documents via email as well rather than downloading it and then attaching and sending it.
Guest almost 4 years ago in General 1

CLOUD: DTF to be created if the transaction is below $1.00

When a user enter a case expense in the value tab and they create a transaction, if the value is below $1 the toggle for cents doesnt show. The DTF toggle only shows up if the value is above $1. The user uses cents to pay stamps to USPS which is w...
Guest almost 4 years ago in General 0

Cloud - Add To and From fields in tagged note from email

When tagging email sent in Outlook to Neos it only shows the body of the email and does not include who it was sent to and from like it did prior in Needles 4.
Guest almost 4 years ago in  0

Cloud - Have option to disable access to Settings > Integrations

Currently there is not an option to disable access to Settings > Integrations and do not want staff to be able to access if they do not have admin rights.
Guest almost 4 years ago in Integrations 0

Cloud - Add Party Name Column to Case Notes Master Report Template

Report displays case number but does not have a column to display party name attached to that case making it harder to tell the difference between each case.
Guest almost 4 years ago in  0