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Ideas & Enhancements

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Organization of the Case Tab

It would be helpful to make the preexisting fields in the Case Tab user defined. Some portions contain irrelevant information for our firm, while the current user defined field we implemented contains our need-to-know information at the bottom of ...
Guest about 3 years ago in  17 Future consideration

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

Bring back GROUP in the value tab.

Bring back GROUP before we have to change software. This makes our work 10 times harder.
Guest 5 months ago in  4

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

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 6 months ago in  5

Bulk Checklist Update

ability to select multiple codes at once and update them or delete them through bulk actions
Guest over 1 year ago in Checklist 7

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

Ability to change font size

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

Bulk Tagging Email in Outlook Using the Neos Plugin

Each day we receive multiple email on the same case, often pertaining to the same topic (tag). We would like to be able to apply the tag to multiple email at once or at the same time. This would save time tagging email to the case files in neos, a...
Guest 9 months ago in  9

Ability to right click on message to "mark as read" or delete it

Would be nice to be able to right click on the message in the NEOS inbox to mark it as read or delete. . . should be a simply function to add.
Guest about 3 years ago in Messages 0