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NEOS: being able to export the settlement memo in a Word document format for further modification

The firm/user want to be able to export the settlement memo to word so they can modify it further that way they can use it for their own benefit.
Guest over 3 years ago in General 1 Shipped

Word Templates Add In for Mac Users

Currently there is no add -in for Mac users to code their own templates.
Guest over 3 years ago in General 2 Shipped

Create checks in bulk from the value tab

The user wanted to be able to create mutiple checks from the value tab rather than going through one by one to make a check out of it. It can be used for DTF since it needs to push the check to QB integrator but need to be able to do all DTF at once.
Guest over 3 years ago in General 2 Shipped

Litigation Titles are appearing in Case Header despite the Aux Checklists not being marked as Lit

These Litigation Titles by design appear in the Case Headers but it's been brought to my attention that clients would like to not see them in the header. It has been reported as an issue multiple times despite it being by design.
Guest over 3 years ago in General 19 Shipped

More Robust Intakes

Intakes are not nearly robust enough to fill the function that they were intended to fill. They need a checklist, a note tab, and so many other things that they should be set up exactly like cases. Intakes can live as intakes and be worked as inta...
Guest about 4 years ago in General 5 Shipped

Neos - Add Built-in Spell check

Add a built in spell check for Neos
Guest over 3 years ago in General 0 Shipped

Be able to maximize screen size for notes in value tab entry

No description provided
Guest over 3 years ago in General 2 Shipped

Sort Phone numbers

Have the option to sort phone numbers instead of having to delete and re-enter phone numbers in the order you want it saved.
Guest over 3 years ago in General 1 Shipped

Neos - Report Criteria from User Defined Directories

As far as I can tell, we don't have the ability to add user defined fields as report criteria. This restricts the flexibility and customizability of reporting. The point of adding a user-defined field or directory to the database at all is so it c...
Guest over 3 years ago in General 0 Shipped

The Neos logo over the sidebar should take you to the Home Screen

You should be able to click on the icon and take you back to the home screen with your appointments and checklists
Guest about 4 years ago in General 1 Shipped