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Outlook Add-In: Tagging More than One Email at a Time

It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
Guest over 1 year ago in  6

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

Text Notifications

Allow the user to have e-mail notifications sent when a text is received rather than only being alerted inside of NEOS as you can with calendar, messages, etc.
Guest about 1 year ago in  4

Integrate with Adobe Acrobat Pro DC

We use Adobe Pro for EVERYTHING in our office. It would be great if Needles integrated with it. There are 2 huge advantages that could be utilized. Adobe sign is easier to use then docusign, IMHO, especially since we are always in Adobe pro anyway...
Guest over 3 years ago in Integrations 4

Open cases assigned to that attorney should appear at top of search results

Many last names are very common. High volume firms could have 10+ cases with the same last name - sometimes even the first name or initial. If an attorney searches for a case by that name, any case assigned to them that is open should, ideally, ap...
Guest about 1 year ago in  7

Color coordinate events in Neos Calendar

I would like to color coordinate/categorize events in the calendar just like in Outlook.
Guest 4 months ago in  4

Apply Only Intake and Unphased Checklist Items to Intake Checklists

Intake checklists currently import all of the checklist items from the Primary Checklist of a Case Type regardless of the phase. Intakes also only allow only one staff member to be assigned at a time, for Case Types with more robust checklists, th...
Guest over 1 year ago in  6

Neos Outlook Add-in topic filter as we type

When we attempt to tag an email to a case the topic detail currently does not allow for filtering while we are typing. This causes a ton of scrolling to try and find the topic that best fits the content of the email. All we would like is for the l...
Guest over 1 year ago in  0

Need a way to prevent text message replies from clients to not be delivered via imessage.

Currently, when a client responds to text message sent from Neos, the response is sent to the Neos user's respective email address. However, if both the text recipient and the staff person sending the text from Neos are in each other's iphones as ...
Guest almost 2 years ago in  0

Select Multiple Notes/Bulk Actions

On the Docs tab there is a check box next to each item which allows us to select multiple documents at once. The 'bulk actions' box appears, allowing us to perform an action to all the selected documents. I recommend adding this feature to the Not...
Guest about 3 years ago in General 6 Already exists