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Ideas & Enhancements

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Neos Dashboard Tiles - Save preferred layout

Currently, when you leave a dashboard and go back in, the layout of the tiles is not saved the way you had it before you left. We need a way to sort and save sort for each dashboard. Preferably, for each person who has access to the dashboards.
Guest 2 months ago in  0

Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
Guest almost 4 years ago in  13 Planning to Implement

Bulk Checklist Update

ability to select multiple codes at once and update them or delete them through bulk actions
Guest over 1 year ago in Checklist 7

Have the ability to respond to Neos messages from the note tab.

This would be helpful if the note wasn't sent to you but you need to respond.
Guest 2 months ago in  0

Mass Update All Cases to Add ALLUSERS and TYPISTS Emails to All Cases

Our firm sends out information to every staff member by sending it to an allusers shared email and to our typists by the typists shared email. Would be useful to not have to type in the address every time someone wants to send a document internally.
Guest 4 months ago in  2

Add Case Type to contact search results

Add a case type field to the search results to quickly find clients with the same name. Intake field already exists. Expand to include case type.
Guest 11 months ago in  1

Add Save to PDF and Print to the Bulk Actions menus

We have lots of occasions when we need to provide Notes/Case Docs/Value/other list views items to outside services/companies and without a Save to PDF or Print in the Bulk Actions menus, it is a very labor-intensive process.
Guest over 1 year ago in  1

Needles Message E-mail - subject line and CC's

It would be nice if the subject line from a NEOS message when it shows up in our e-mail will say the case name and number instead of just 'you have a new message' which automatically means I have to open up the message to see the case. ALSO -- the...
Guest 3 months ago in  0

open pdf in native program

We can do this for word now, but not PDF.
Guest 3 months ago in  1

Ability to keep the Neos Tag Email Add-in pinned to Inbox without disappearing

The Group Action Neos Tag Email can be pinned to always show as a side display in Outlook, but when you move between Outlook folders (inbox/sent, etc.), the pinned "tag email" display goes blank and you have to exit and select Neos Group Actions a...
Guest 5 months ago in  0