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Ideas & Enhancements
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Needles 5.0

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Add "ALL" as option in fields on reports.

When running reports, want option to choose "ALL" in fields like Case Type, Staff Role, etc., instead of being required to pick just one.
Guest almost 2 years ago in  0

Neos: Talk to text integration

Microsoft 354 already has a dictation feature and user think that it would be beneficial to if an add in for talk to text could be implemented in Neos.
Guest almost 2 years ago in  0

Need a way to prevent text message replies from clients to not be delivered via imessage.

Currently, when a client responds to text message sent from Neos, the response is sent to the Neos user's respective email address. However, if both the text recipient and the staff person sending the text from Neos are in each other's iphones as ...
Guest almost 2 years ago in  0

Adding a default column design for case tabs

Add a way to default the columns in a tab within a case.
Guest almost 2 years ago in  0

Refresh and stay on the Tab.

When you refresh Neos, it would be nice it stayed on the tab that you were working on instead of going back to the Case tab as the default. Again, this requires more clicking and more work.
Guest almost 2 years ago in  2

Marking an email tagged

I was wondering if you could make an email once it's sent say if it had been tagged, I know it shows when I tag an email in my in box but If I send an email to co-workers they cannot tell if I have tagged it.
Guest almost 2 years ago in  0

Advanced Search - Ability to choose other parties besides First Party from the columns list

If a user is trying to create an advanced search and want to pull in contact info (phone #) and the party isn't the First Party to a case they will not be able too. It isn't an option.
Guest almost 2 years ago in  0

PDF Editor - Allow users to make redactions

Users would like to be able to make redactions on PDF documents with the Editor.
Guest almost 2 years ago in  0

PDF Editor - Inserting PDF - Filter results to make finding documents by case easier.

Currently when a user is trying to insert a PDF into another PDF in PDF Editor it pulls from the "Browse Documents" list and you are unable to filter to a specific case or client. Currently, the only way to use this effectively is to search for th...
Guest almost 2 years ago in  4

PDF Editor - OCR'ing and ability to edit text in scanned documents

Right now with the PDF Editor it looks like scanned documents are not being OCR'ed. We would like to be able to search and edit text in these documents.
Guest almost 2 years ago in  3