The Communications Center houses interactions with the RingCentral or Zoom Phone Integration, which displays a list of all calls made to/from your firm, and text messages sent to and from your firm. Only answered inbound or outbound calls will be logged in the Communications Center.

Using the Communications Center, staff can assign unrecognized phone numbers to contacts in Neos, view/edit call logs, call contacts, or remove call log entries.

NOTE: New call logs can be added manually on the Phone Calls tab, however, your firm must have the RingCentral Integration or Zoom Phone Integration to import calls automatically and to utilize the RingCentral or Zoom Phone dialer within Neos.

Contact your Customer Success Manager or [email protected] to request this paid integration.

If your firm's Neos is not connected to RingCentral or Zoom Phone, the following banner will display at the top of the Communications Tab.

NOTE: You will need at least Enabled permissions to General > Communications Center to access the Phone Calls tab. To access phone calls assigned to other staff, you will need Special Permissions for Access to Other Staff's Calls.

Open the Communications Center by clicking the call icon

in the left navigation pane. The Phone Calls Tab will display showing all calls from your firm's integrated RingCentral or Zoom Phone, including manually added call logs.

NOTE: If your firm does not have the RingCentral or Zoom Phone integration, users will only be able to access manually added call logs. [screenshot]

Columns in the Phone Calls grid can be shown or hidden by clicking the kebab menu (three dots) next to any column title. Select the Columns option to expand the full list of columns. Click the check box of a column to show or hide it in the grid. [screenshot]

Click a column title to sort the Phone Calls grid ascending or descending by that column.

If a Time entry has been created for a call, an icon will display in the far-right column. For each call log, one of the following icons will display. Refer to Creating Time Entries from Call Logs for more details.

– No Time entry exists

– A Case has not been assigned to the Call Log OR the Case Type of the assigned Case is NOT set to track time.

– A Time entry has been created and saved to the Time Tab of the assigned Case.

Calls that are initiated outside of RingCentral or Zoom can be entered into the Communications Center manually by clicking the New Call Log button. Refer to Add New Call Log for details on entering a manual phone call entry.

A warning banner will display the total number of unassigned phone call logs. These include missing Contact, Case, and/or Purpose. Unassigned call logs only occur when the call is automatically logged from your RingCentral or Zoom Phone integration. Call Logs can be assigned individually by clicking the

button or in bulk. Refer to Assigning Calls for more details.

Easily search for calls using the Search field above the grid. Type in a fragment of the text you wish to find and Neos will locate call records containing your entered text.

The Phone Calls tab opens each time to the All view, showing all assigned and unassigned call logs. Select the Unassigned toggle to show only unassigned call logs.

If you have permission to Access Other Staff's Calls, you will see calls assigned to you and to other staff at your firm. If you do not have this permission enabled, you will only see calls that are assigned to you.

Select the Filter button to change your view to a particular Contact, Staff, Case, Date range, and/or Time Logged?. Click the Apply button to set your filters. Click the Reset All button to reset all filters, then click Apply to return to the default view. The grid will refresh each time Apply is clicked.

Select a call from the list view to display a preview pane of that call log. The clicked row will now show as the selected row for easier viewing when the side pane is open.