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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 about 1 month ago in  0

Ability to @Mentions Staff in Call Log Details Notes

We should be able to @ other people in the Call Log Notes just like we are able to do in regular notes. This would help the other staff know about when, who, and what a call is about or happened.
Guest about 1 month ago in  0

Quickbooks Online Default Accounts

Ability to set default Checking Account and Default QB Expense account for Value Tab transactions
Guest about 1 month ago in  0

Automatically update next communication according to set parameters of days

No description provided
Guest about 1 month ago in  0

Bill to matter via at same time as tagging emails using the Outlook extension

No description provided
Guest about 1 month 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

Allow user to select which fields are in the preview on user defined list tabs before double-clicking into the list

No description provided
Guest about 1 month ago in  0

Be able to use the "tab" key to move from to, to cc, etc.

No description provided
Guest about 1 month ago in  0

Would be nice to be able to export to PDF/print to PDF checklist templates for training purposes

No description provided
Guest about 1 month ago in  0

Refreshing & Relogging into Neos After Normal Work Hours

It would be a wonderful improvement to have the refresh and log back into Neos changed. Could a setting be created that doesn't allow for a refresh during an office's normal working hours? Work is lost and then has to be reentered when it refreshe...
Guest about 1 month ago in  0