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Addressing email does not cache recipients.

When sending email from Neos, you have to manually type internal team email addresses. Can we cache those once addresses or sync the with Outlook global address book?
Guest about 1 month ago in  1

Calendar Colors with Needles and Outlook

Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.
Guest about 3 years ago in  1

Outlook Add-In: Tagging More than One Email at a Time

It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
Guest about 1 year ago in  2
101 VOTE

More Details on Calendar Item

It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.
Guest over 3 years ago in General 3 Future consideration

QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field

When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...
Guest 10 months ago in  1

Sort Search Results

It would be helpful to be able to sort search results. It would also be nice to be able to choose how they sort, not just alphabetical.
Guest 6 months ago in  0

Neos Outlook Add-in topic filter as we type

When we attempt to tag an email to a case the topic detail currently does not allow for filtering while we are typing. This causes a ton of scrolling to try and find the topic that best fits the content of the email. All we would like is for the l...
Guest about 1 year ago in  0

Include the Subtotal of items selected for processing from the list view in the value tab.

The subtotal of value items should automatically be calculated and displayed when multiple items are selected to add transactions such as to request checks. Sometimes there could be dozens of checks and the total needs to be displayed so staff can...
Guest 5 months ago in  0 Planning to Implement

Change logging of all the changes.

It would be super helpful to have an actual change log of all changes so when troubleshooting issues that arise randomly after a Hotfix or upgrade has been applied we can point to what might have caused it.
Guest 28 days ago in  0

Change logging of HotFixes.

It would be super helpful to have an actual change log of Hot Fixes so when troubleshooting issues that arise randomly after a Hotfix has been applied we can point to what might have caused it.
Guest 28 days ago in  0