Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2683 of 2683

Should Not Need to Tag Emails From Sent Folder When Sending From Case Docs

When I email a document from Case Docs and open the email in Outlook, I cannot then tag that email from the Outlook tab. I click on tag, and then it greys out. Even when I send the email, it will not tag. My workaround is to go into my Drafts fold...
Guest 11 days ago in  0

Favorite Cases List or Frequently accessed cases

In our previous data system we were able to favorite cases in a recently accessed list so we could navigate to them faster than scrolling our case list or having to search for them each time. Is there a way to do this with the current Neos system ...
Guest about 2 months ago in  5

Bring back GROUP in the value tab.

Bring back GROUP before we have to change software. This makes our work 10 times harder.
Guest 7 months ago in  4

Flag Activity Feed

The addition, change, or deletion of the flag should be shown in the activity feed.
Guest 22 days ago in  0

Ability to flag important notes like we were able to do in Needles.

You can quickly check the important notes of a case without having to comb through hundreds of entries
Guest 22 days ago in  0

Open PDF in desktop app

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.
Guest 4 months ago in  4

Add time duration option when creating a new calendar event

When creating a new event, the timing is an automatic 15 minutes. Most, if not all, meetings are not 15 minutes long and it is excessive to have to change the times, am or pm every time. Please add a time duration option to avoid this.
Guest 17 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

Add option to auto delete tagged emails within the Outlook add-in

Add the ability to delete tagged emails similarly to the option offered in Trialworks for filled emails.
Guest 24 days ago in  0

Fix Excel =SUM to Not Break Templates

Currently having an =SUM in an Excel Document creates an error when generating a template from that document, even if the document does not source anything from the Neos file. Please fix it so it generates the document correctly. Support told me t...
Guest about 1 month ago in  0