Ideas & Enhancements
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DocuSign Status

There should be a way to quickly see the progress/status of the DocuSign document in NEOS. After a document is sent out for signature, there is no way in NEOS to know if the document was sent and the current status of that document.
Guest about 1 month ago in  0

Should Not Need to Tag Emails From Sent Folder When Sending From Case Docs

When I email a document from Case Docs and open the email in Outlook, I cannot then tag that email from the Outlook tab. I click on tag, and then it greys out. Even when I send the email, it will not tag. My workaround is to go into my Drafts fold...
Guest about 1 month ago in  0

Option to Minimize or Draft an Email

We would like for Neos to incorporate a function that allows us to minimize or draft an email. Scenario: I'm in the middle of drafting an email within Neos, but I get a call and have to source information from our environment. I am now required to...
Guest about 1 month ago in  0

Add a form to set permissions by individuals VS groups.

Would love if there was a feature added to where some of our leads can view staff members messages BUT limits viewing attorneys or management messages.
Guest about 1 month ago in  0

Ring Central's Call Log should support the ability to email the call log after it’s posted.

Ring Central's Call Log should support the ability to email the call log after it’s posted.
Guest about 1 month ago in  0

Ring Central's Call Log should support the ability to create an appointment from the call log

Ring Central's Call Log should support the ability to create an appointment from the call log
Guest about 1 month ago in  0

Ring Central should support the ability to update the contact record from detail pane

Ring Central should support the ability to update the contact record (phone numbers, emails, etc) directly from the detail.
Guest about 1 month ago in  0

Ring Central should allow all contacts associated with a case

Ring Central should allow all contacts associated with a case to appear as a selection, not just the party contacts.
Guest about 1 month ago in  0

Ring Central ability to add a new contact record directly to a case

Ring Central should ability to add a new contact record directly to a case from a button on the detail window.
Guest about 1 month ago in  0

Utilize tagging within a note

It would be helpful to utilize tagging within a note so a request for work product can be made, generated and reviewed all in one note and each party involved can be tagged for every step in one place within Neos. The document pertaining to the no...
Guest about 1 month ago in  0