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...
Currently, we have created a report to show billing charges, amounts paid, adjustments taken, and total due for a specific client. We can use the sum feature on the columns for Total charges & Total Due. It would be helpful to see the total am...
Add a value tab for intakes to keep track of referred out clients fees
Having a value tab for intakes will make reporting easier as cases that are referred out will not have to be saved as a case in the referring firm's Neos and have those cases come up when reporting for actual cases open for the firm
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...
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.
Please add the option to open a .pdf in the desktop app for Acrobat Adobe. Similiar to the abilty to open word or excel in the online browser or the desktop app.
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