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Outlook add-in sort or search topic/type/category

It would make using the outlook add-in more intuitive if we had the ability to search note topic and document type/category.
Guest about 3 years ago in Integrations 8

Neos: Notes column in case docs tab

Currently in Neos, there is not an option to view notes from either the note flyout menu or as a column for the grid on the case docs tab like there was on Needles. This was extremely helpful to see as a column without having to view the detail view.
Guest about 3 years ago in  7 Already exists

We need a way to "Flag" important notes

Notes can be searched but it is too easy to miss or forget important information -- There needs to be a way to "Flag" important notes so they will stand out and can also be searched on that criteria; Different color Flags would make them even easi...
Guest almost 2 years ago in  3

Column sorting in Case Docs - Folder View

Documents cannot be sorted by ANY column when using the folder view in case docs tab. You have to use the list view, then also filter by the category. Folder contents should be able to be sorted, especially by date, as that would almost give a doc...
Guest over 2 years ago in  0 Unlikely to implement

Neos - Automatically Update Checklist Status from Blank to Open

Whenever you have a checklist item to a primary checklist that doesn't have a due date, the status of the item is considered: Blank; however, whenever you set the date to a checklist item the item remains as status: Blank. It would be best to chan...
Guest about 3 years ago in Checklist 2

Bring back GROUP in the value tab.

Bring back GROUP before we have to change software. This makes our work 10 times harder.
Guest 6 months ago in  4

Bulk Action option to mark multiple items as N/A in the Checklist Summary

It would be convenient to be able to have an option to bulk mark items in the Checklist Summary as 'N/A' instead of marking each item individually. Please consider adding this to a future update to Neos.
Guest 7 months ago in  5

Bulk Checklist Update

ability to select multiple codes at once and update them or delete them through bulk actions
Guest almost 2 years ago in Checklist 7

Photos attached to an email need to be recognized by Neos and added to the Document tab when posted to a file

Functionality from Needles 5 should work in Neos and allow emailed photos to be attached to the Document screen - We should not have to save the photos and attach them one by one to the Document Tab;
Guest almost 2 years ago in Document Management / Integrations 1

Ability to change font size

No description provided
Guest almost 5 years ago in General 3 Unlikely to implement