I would like to be able to add more Email types to a contact. Right now there is only Business, Personal, and Other. I would like to add Billing, Reductions, Records, etc. or even an option to type in a custom value like there is in the address, a...
The current set-up for tagging e-mails is a bit frustrating. It would be nice to rename documents in an e-mail when tagging it to a case. It's unnecessary wasted time having to go into a file after tagging an email with documents just to rename th...
Add Client Name & Case Link in OUtlook Appointment
Currently the only information that shows up on the appointment in Outlook is the clients case numbers. Which we do not know by memory, I think the clients name should be listed in the OUtlook appt as well as a link to the case in needles neos.
It would be very helpful if there was a setting to use a "dark mode" like a grey scale version of Neos - similar to the Microsoft "Dark mode" Which uses a few different shades of grey - its easier on the eyes, when looking @ the screen all day.
Allow the Neos tag in Outlook to be different colors for calendar appts. Before Neos we would color code our depositions, hearings and trials with different colors so they stood out in Outlook. But now with Neos it only allows for them all to be red.
Have Notification for when Intakes are available over the intake icon on the left. This way User's can know when they have Intakes they need to take a look at.
Make single- and double-clicking consistent within Neos
Currently, there is very little consistency with the number of times someone has to click to open certain items. Reports and Staff Profiles take one click, while documents and calendar details take double-clicks. We'd like to see some consistency ...
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