Ideas & Enhancements
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Tab Setup

It would convenient if we were able to organize the tab setup on the side panel of a case, so we can have it the way we feel is best.
Guest almost 3 years ago in  0

Neos Note Previews Show Tagged Message Body

Currently the Notes in Neos are set to show the beginning of what is a plain text box, and for tagged emails and messages this means different messages all have the same preview. It's been requested that tagged emails and messages display the mess...
Guest almost 3 years ago in  1

Would like to be able to create our own templates for the NOTES TAB based on the note topic.

Would like for the template to auto-populate in the note when we select that specific note topic.
Guest almost 3 years ago in  0

In Mass Update for Companion cases you should be able to copy the information from the fields

When mass updating companion cases the option to copy field information from another respective tab in the case should be available. It would be easier than having to manually enter the details in the mass update, especially if the information is ...
Guest almost 3 years ago in  0

Should be able to change a Doc name in Document folder in NEOs. Right now, I have to go to Sharepoint to do it, but it does not change the name in the Neos Doc tab. That is an issue

No description provided
Guest almost 3 years ago in  0

Prompt before deleting report

When deleting a report, pop up an "are you sure?" prompt that could stop users from accidentally deleting something they did not intend to.
Guest almost 3 years ago in  0

Automatically add new clients (cases that are opened) to the General Mailing List in NEOS (or at least have an option to turn it on or off) We just had to go back 6 months to add each new client one by one since converting over. Had a rep on the phone and said no way around it.

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Guest almost 3 years ago in  0

Neos: Permanently expand the More Details section of Calendar Entries

Most calendar entries are created for a case. By permanently expanding the More Details section or moving the case information fields to the top of the appointment the user will enter the appointment quicker and will require fewer clicks to create...
Guest almost 3 years ago in  0

Neos - Date pickers should either not automatically select today's date or should not automatically close when selecting a date

The date pickers currently open with today's date selected. If you click on today's date the date is selected. If you click on the date, it deselects the date closing the date picker and removing the current value if it exists. New users at our fi...
Guest almost 3 years ago in  0

Calendar Status added in the mini directory should have settings for reminders

When a calendar status is created in the mini directory it would be useful to be able to set up whether or not you can receive reminders. Example: a vacated status was created and they wanted it to have no reminders like the Done status.
Guest almost 3 years ago in  0