Skip to Main Content
Ideas & Enhancements

All ideas

Showing 2675 of 2675

ability to open email in outlook without pre-populating an email address

I appreciate the new email features, however, I would like the ability to either populate a custom value email address or bypass this field and open in Outlook to then email to someone not affiliated with the case contacts, such as a coworker or m...
Guest 10 months ago in  6

SPLIT DTF among more than one case

When a case expense is entered and a transaction made for it, we need the option to split the DTF value between multiple cases, so we can do that pro-rata accounting on the front end.
Guest 11 days ago in  0

Have cases automatically start by date.

Neos should allow cases to be numbered automatically by the case date, year, month, day. This would allow the number of cases to be much more simple to identify.
Guest 11 days ago in  0
111 VOTE

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...
Guest about 3 years ago in Integrations 9

text notification stacking

If a text is received and there is an unread message, if they text again, it would be nice if it would just stack that notification of unread messages instead of them each being single and separate.
Guest 2 months ago in  0

To have staff emails auto populate in the drop down along with the parties email in the case notes section

To be able to select staff email in the drop down in notes, instead of manually inputting email every time
Guest 5 months ago in  5

Neos: Ability to save international phone numbers

We have clients that have phone numbers outside of the United States. It would be beneficial to be able to save international numbers, as well as WhatsApp numbers.
Guest about 1 month ago in  0

Notes emailed should include attachments.

Any notes that are emailed through Neos to Outlook should include the attachment, if included.
Guest about 1 month ago in  0

Neos: Text Message Auto Responses

Allow auto responses to indicate when someone is out of the office. This will let the client know you may not be able to respond to them right away.
Guest 6 months ago in  1

Please - TAKE AWAY the auto-generated documents when marking a task done.

We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!
Guest 6 months ago in  4