Ideas & Enhancements
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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 8 months ago in  0

edit attachment names in Outlook add-in

The Outlook add-in needs the ability to re-name the attachments. It's much less efficient to tag an attachment to a case and then have to go in to the case and re-name the attachment.
Guest about 1 year ago in  1

Column sorting in Case Docs - Folder View

Documents cannot be sorted by ANY column when using the folder view in case docs tab. You have to use the list view, then also filter by the category. Folder contents should be able to be sorted, especially by date, as that would almost give a doc...
Guest almost 3 years ago in  0 Unlikely to implement

The insert "full address" in document coding adds two spaces between the state and the zip code.

Would like to get the bug fixed.
Guest 27 days ago in  0

Ability to individually move day-of checklist items freely up and down the checklist.

When on the dashboard, it would be very helpful to be able to arrange checklist items by clicking and dragging into the desired order. This would allow us to be able to put most urgent/top priority items at the top of the list and creating more da...
Guest 27 days ago in  0

Ability to Choose the Default Opening Tab Per Case

Rather than a case opening at the "Party" tab, have it default to open at the "Case Docs" tab or any other tab we prefer. Even if it's set to per case type. Just the ability for more personalization.
Guest 6 months ago in  0

Ability to text anyone in case contacts

I tried to send a text message to my client's mother, and it wouldn't let me. I was told by tech support this was because she's not a party and not a provider. It would be nice to be able to text anyone in our case contacts list.
Guest 10 months ago in  1

Ability to program multiple task codes to auto generate "remind me" emails and/or NEOS notification to all staff members assigned to a case

Ability to program multiple task codes to auto generate "remind me" emails and/or NEOS notification to all staff members assigned to a case in the case tab.
Guest about 1 year ago in  2

Organization of the Case Tab

It would be helpful to make the preexisting fields in the Case Tab user defined. Some portions contain irrelevant information for our firm, while the current user defined field we implemented contains our need-to-know information at the bottom of ...
Guest over 3 years ago in  17 Future consideration

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 5 months ago in  0