Ideas & Enhancements
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Email and Text templates

We need these. Saves time and money. Instead of letters, emails and texts
Guest about 3 years ago in Document Generation 1 Already exists

Neos/Needles 5 - Allow additional genders to be added to the Gender select in the party tab

Currently the genders tab only allows for three genders to be used, Male, Female, and unknown. Due to the evolving needs of our users and their clients, an adjustment is needed to this to allow for the inclusion of additional genders, either as a ...
Guest about 3 years ago in General 0

Neos - Open Audio files in SharePoint, not direct link

Currently inside of Neos, whenever you try accessing an audio file of type WAV, the file will be brought up with a direct link to the sharepoint file, IE: https://[domain].sharepoint.com/[folders]/[filename].wav This is extremely unfavorable for a...
Guest about 3 years ago in General 0

Copying case dates to companion cases

The program should have the ability to copy over case dates from one companion case to the other. Same feature that is available through bulk actions for documents, insurance tab, counsel tab, etc.
Guest about 3 years ago in General 0

Messages and Intakes - Ability to have multiple windows open

Ability to have multiple windows open as it would help when receptionist is answering phone she may have to dual task .
Guest about 3 years ago in  1

Mailing list option of general and unselected is no longer available.

If mail was returned and the address was no longer valid for the individual, the option to unselect that address from any mailing list was available until an updated address could be input. without this option, we will end up wasting a lot of mone...
Guest about 3 years ago in General 1

Add Action from case note: Copy note into new message

Currently, we can do action - e-mail note, to copy that whole note into an e-mail (although it's clunky bc it opens up outlook 365 etc. etc.). . . how about an action to "Copy note into new message" - so that the whole note can be copied right int...
Guest about 3 years ago in Messages 0

Quick-Fill Scrolling

When you have too many quick-fill options to fit in the normal box, you have to scroll the entire little pop-up box to be able to see the rest of your options. This took me a while to figure out and is a little clunky. I am not sure the solution t...
Guest over 3 years ago in General 0

Messages - ability to open cases from a message

While viewing message, if I need to call the client, I would need to leave the message, obtain the phone number. It would be easier to be able to 1. Call the client from the message or be able to open the case from the message.
Guest over 3 years ago in Messages 1

Go to case after you tag an email

It would be helpful if an option popped up to allow the user to click on "Go to Case" after you tag an email.
Guest over 3 years ago in Integrations 0