We used to be able to change the status of all future calendar entries automatically when the case class changed to "Settled." Now, each entry has to be individually opened and modified. Calendar reminders continue to be sent even though a case ha...
Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"
Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run the...
Avaya IP Cloud should be offered as an integration with Neos in addition to ring central. Avaya runs off of Ring Central, so this should be an alternative if a firm would like to use additional phone services.
Function to mass update multiple case types at the same time or push a change to the same tab to multiple cases.
This would save massive amounts of time and ensure a case type an update should apply to wasn't mistaken missed because the user had to update 10 case types and missed one.
Allow renaming of attachments when tagging from Outlook Add-In
When tagging an email with attachment, and tagging the attachment, it would be useful to have the option of naming/renaming the attachment from the Outlook Add-In. As it is now, after saving you still have to make a separate trip to the Neos brows...
I wish there was a way for neos to automatically tag emails to a case - even if it could just tag the replies thread to the case in neos instead of having to tag every email every time.
Currently in Neos a calendar event has a color assigned to the event status (open-green, canceled-red, done-gray, etc.) It would be very helpful to show the color that is assigned to that status on the Neos Calendar in order to check the status qu...
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