Ideas & Enhancements
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Copy "Phone Call" to another case/companion case - Doesn't copy even though it says it does

Hello. We need to have the ability to copy "Phone Call" notes from one case to another. Neos currently says it copied successfully, but it did not. Apparently "Phone Call" notes cannot be copied. Please add this functionality as calls can relate t...
Guest 17 days ago in  0

Change ALL Calendar Item Status When Case Settles

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...
Guest about 2 months ago in  1

Neos: Tag Email - have the ability to see if someone else has already tagged an email you are included on

This will prevent duplicate tagging, as well as save the users time if they know someone else has already tagged the email.
Guest 5 months ago in  9

Avaya IP Cloud as an integration with Neos.

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.
Guest 2 months ago in  3

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...
Guest 2 months ago in  2

Email Reply in Neos - take email to the desktop outlook

When replying to an email inside Neos from the NOTE tab it automatically takes you to the internet outlook. It should be able to take you to desktop outlook.
Guest 18 days ago in  0

Bring back GROUP in the value tab.

Bring back GROUP before we have to change software. This makes our work 10 times harder.
Guest 8 months ago in  4

Reminders for Records Tab

Please add an option to add a reminder when a new record request is logged on the Records tab. Separately adding events to the calendar or checklist for each request on each case is time consuming when doing a high volume of requests. Ideally, whe...
Guest 30 days ago in  0

Ability to tag multiple emails to NEOS

Please allow the capability to tag mulitple emails at once to a specific matter. It is too cumbersome to do one by one, especially considering the volume of emails an employee receives during the day.
Guest 5 months ago in  7

Be able to select provider address where client treated in each case

It would help with multiple providers and incorrect providers being entered if we could make one contact card and select the location client was seen for in each individual case, or be able to change the default address on a case by case basis ins...
Guest about 1 month ago in  0