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Ideas & Enhancements
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Restrict Password Reset

We want our users to only log in using Microsoft. Can you add a permission setting to either restrict resetting their password for NEOS or add an option in their profile setting to restrict the way the log on to NEOS.
Guest over 1 year ago in  0

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

Ability to drag and drop tags when editing details of a document

I want my tags to be in a specific order. When I am editing the details of a document, I want the ability to drag and drop tags in the order I want so that I don't have to delete them all and re-add them.
Guest over 1 year 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.

No description provided
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