Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2691 of 2691

Improve search/filter/sort functions

When searching for documents in case docs, these functions do not work very well, and they do not work together at all. It would be very nice to both filter/search and sort documents.
Guest 10 months ago in  0

Change default attachment format when emailing in Neos to "Link" (from PDF)

When emailing a document in Neos, the current default is to email it as a PDF. 95% of the time, I am having to change it to Link (which, I think, used to be the default). Often, I forget to do this, and have to resend emails with the proper link. ...
Guest 10 months ago in  0

Tagging Notes and Documents

Currently neos has the option to tag an email and attach a document which is then saved in the case documents. Also, a case document can be link to a provider listed in the records/request tab, which is then saved in the case document tab. Both of...
Guest 10 months ago in  1

Add new document linking ability to value tab items

We love the June 2023 release new ability to link documents to list tabs PLEASE add this to value items which is where we need this functionality the most and ASAP we need to refer to invoices, approvals for payment, the documents that get printed...
Guest 10 months ago in  1

Neos: Please add a feature to allow an admin to force a staff log out

This would be helpful in the event someone resigns or is terminated. We want to ensure immediate log out of Neos.
Guest 10 months ago in  0

Ability to text anyone in case contacts

I tried to send a text message to my client's mother, and it wouldn't let me. I was told by tech support this was because she's not a party and not a provider. It would be nice to be able to text anyone in our case contacts list.
Guest 10 months ago in  1

Advanced Search FROM options - Please add "Last Month" as an option

This will allow us to run reports to show the month as a whole starting on the 1st, instead of the last 30 days which includes only the previous 30 days from the date the report is run. There is currently an option for "This Month". An option for ...
Guest 10 months ago in  0

Send Email from Neos - Add cc, bcc and from fields.

Currently, all recipients are placed in the TO field. In order to properly note who is responsible for the email (the person in TO), and also note who is just added as an FYI (cc field), we would like you to include those fields. Also, if someone ...
Guest 10 months ago in  0

When using Send Email in Neos, give us the option as to whether to post the PDF version of a Word document to the case

When you send a Word document via email in Neos, you can have Neos convert the Word doc to PDF. We would like the option as to whether to include that PDF document (an exact duplicate of the Word document) to the Documents tab. It not only is a du...
Guest 10 months ago in  1

Disable option to Open in Outlook when using Send Email from Neos

Our Firm does not use Outlook online and want to have the option to disable the Open in Outlook option in Firm Preferences.
Guest 10 months ago in  0