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Bring Back the Desktop version for the Word Add In!!!

The Word online version doesn't have all of the formatting options for letters, so you have to make the letter in the desktop version and then save it to the online version in order to add the coding for the documents. So it's like double the work.
Guest 6 months ago in  0

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 7 months ago in  0

We Would like an update where we will be able to drag documents from Neos to an Email using Outlook, just like we can drag documents to Neos from a folder.

No description provided
Guest 9 months ago in  0

address block to copy paste to letters and envelopes

I just need a button to push that will put the address block on my clipboard so I can paste it into a document or email. yes we have templates set up with address blocks for letters and correspondence, but oftentimes you just need to copy and past...
Guest 9 months ago in  0

Problem when entering a new Party or Provider into Neos: When entering an address for a party, if there is no zip code extension, Neos auto-fills the City, State, County and Country, which is great. However, if there is a zip code extension, Neos erases the auto-filled City, State, County and Country. Please fix this, because having the auto-fill info is helpful.

No description provided
Guest 9 months ago in  1

link records to providers from documents tab

The new records tab document link feature is awesome, but we have lots of cases opened before that feature existed. Would like to be able to link records to the providers in the records tab from inside the documents tab--a dropdown list in the dat...
Guest 12 months ago in  1

NEOS Texting- 1. Need ability to "Send" photos/media and 2. Need ability to forward calls made to the text number to main office line.

New text feature is great. Suggest, adding two-way media texting. (ability to drag and drop a single image/doc to text to client). Currently only the inbound texter can send images. 2. Some people when texting have a question then decide to try ca...
Guest about 1 year ago in  2

Ideas & Enhancements Moderator

As I look at the Neos Ideas & Enhancements portal, I’m starting to realize that whoever is moderating the enhancements request is not correlating items together. Here is what I mean If you bring up the Neos Ideas & Enhancements and do a se...
Guest about 1 year ago in  1

Please add capability to attach files or links to calendar events. It would be incredibly helpful to keep our calendars efficient.

No description provided
Guest about 1 year ago in  2

A new layout manager field that acts as a note/static text.

In layout manager, there should be an option that allows for static text. As of now, there is no option that allows you to leave text that does not have a checkbox, text box, etc. Firms are looking to add notes to a few sections.
Guest about 1 year ago in  1