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Neos: Notes column in case docs tab

Currently in Neos, there is not an option to view notes from either the note flyout menu or as a column for the grid on the case docs tab like there was on Needles. This was extremely helpful to see as a column without having to view the detail view.
Guest over 3 years ago in  7 Already exists

Neos: ability for Neos add-in to look for in-line photos

When using the Neos add-in, File Attachments are only found if they are attached to the email, but not if they are in-line with the text in the body of the email. This would be extremely helpful if it will look for both so that in-line photos don'...
Guest over 3 years ago in  0

Neos: ability to remove Neos case # from the calendar event note

In Neos, upon saving a calendar event that has a case attached there is an event note added with the Needles Case #. This is not necessary when we don't use the Outlook calendar and do not have an option to remove this.
Guest over 3 years ago in  0

Allow the option to add a specific time to Case Dates

Would like the option to add a specific time to the Case Dates.
Guest over 3 years ago in General 0

Allow users to add, edit, or remove Settlement memos

It would be much more efficient if users could add, edit or remove the settlement memos just like the templates. I am not sure why that was changed from Needles 4 to Neos but it is frustrating when you need to change one sentence but have to go th...
Guest over 3 years ago in General 3

Neos - Add data from a Case Calendar Item to the Outlook Calendar item.

In the current state of Neos, whenever add an event to the Case Calendar the information that is sent over to outlook through the sync process is the Date and Time, and the notes section; however, there is plenty of other data that the Case Calend...
Guest over 3 years ago in Integrations 0

Neos - Quickbooks Integration with Invoice Creation

Currently, the quickbooks integration is very simple, and only allows the exporting of checks, and deposits; however, it would be extremely useful to export Time entries to an invoice, so we could serve our clients invoices with ease. These invoic...
Guest over 3 years ago in Accounting Integrations / General 1

Neos - Automatically Update Checklist Status from Blank to Open

Whenever you have a checklist item to a primary checklist that doesn't have a due date, the status of the item is considered: Blank; however, whenever you set the date to a checklist item the item remains as status: Blank. It would be best to chan...
Guest over 3 years ago in Checklist 2

Needles 5 - Add Text Styling to Note

It would be extremely useful to have access to text styling in places like the Notes tab. This would allow the client to highlight, set bold, etc on notes to better organize the information. This feature is in Neos; however, is not in Needles 5.
Guest over 3 years ago in General 0

Neos - Add Client Email, and Referred By Email to Advanced Search.

Inside of the Advanced Search's Case search type, we have access to a bit of information from the client in a case; however, there is a large amount of data that is missing, or unavailable. Some of this data includes First Party Email, and Referre...
Guest over 3 years ago in General 0