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Search option opening open cases first!

It would be nice if when searching through Neos if open cases were the first thing to pop up instead of intakes/closed cases!
Guest 3 months 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 29 days ago in  0

Add option to auto delete tagged emails within the Outlook add-in

Add the ability to delete tagged emails similarly to the option offered in Trialworks for filled emails.
Guest about 1 month ago in  0
119 VOTE

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...
Guest about 3 years ago in Integrations 9

Notification to the Attorney on a case, via the Notifications Bell, when any new offer is entered on the Negotiation Tab.

No description provided
Guest 6 months ago in  2

Foxit Integration

It would be nice to open PDFs directly to Foxit desktop or web application directly from documents tab.
Guest 11 days ago in  0

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.
Guest about 2 months ago in  3

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 1 month ago in  0

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.
Guest 2 months ago in  3

Option to select "type" when creating a note from the value tab.

In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.
Guest 4 months ago in  2