Ideas & Enhancements
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Neos - Drag & Drop Documents - Allow for name change

Allow the ability to change the name of the document when dragging/dropping to the docs tab
Guest over 3 years ago in General 8 Already exists

Adding a calendar view to the case calendar

Adding a calendar view to the case calendar (instead of just list view, which is overwhelming to look at).
Guest about 1 year ago in  0

Option to open a case in Neos that an email is tagged to from outlook

Add a button to the outlook insert tab that will open a case in Neos that the selected email is already tagged to. Users would not have to pull up the add-in to see the case that the email is tagged to and then search it up in Neos just to open th...
Guest about 1 year ago in  1

Neos - Rescheduled Calendar Items

Similar to NEED50-I-520 However, would like for Neos to have the option to leave an item on the calendar to mark the original calendar item that has been rescheduled after having rescheduled the event item. Updating the former entry as rescheduled...
Guest almost 3 years ago in Calendar 2

Ability to rearrange the phone numbers in party tab

As majority of parties have multiple phone numbers, it would be easier to have the ability to rearrange them based on the best # to contact. The top # is what appears when you send a message to call someone so being able to move the best contact ...
Guest over 3 years ago in  0 Already exists

Ability to add Automation to Primary Checklist at Case Type Level, instead of on a case-by-case basis.

For instance, automation would be when a checklist item is marked done it triggers another checklist item to generate and email a document to the client. It might be beneficial to have the ability to apply that automation to the Primary Checklist ...
Guest over 2 years ago in Checklist 4

Format Phone Number and Address in Reports

Our company would like to make a readable report that lists the contact information for everyone in a case. Using Advanced Search, the phone number is just a string of numbers and the address is all spread out. My suggestion is to have full defaul...
Guest 2 months ago in  0

with premium texting I would like to add a template to identify our firm

When client receives a text its from the phone number assigned to our firm from Premium Texting but if client does not have that number added as a contact they do not know who is texting them.
Guest 2 months ago in  0

Provide a drop down for the call field in the communication field.

When selecting a contact, Neos can see the phone numbers listed under that contact. The Phone # field should still be able to take new phone numbers, but should also allow you to select phone numbers from a drop down.
Guest 2 months ago in  0

Neos: Communication Center>Text Messages - Add a filter to see only incoming or only outgoing text messages (or ALL)

This is important to be able to narrow down text results to be able to see only incoming texts, for example.
Guest 6 months ago in  0