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User would like be able to an run an inventory report of all case for specific staff

We tried a couple different reports as in case listing staff assigned but she wants to see all cases from the old needles for a specific staff where they aren't primary in all cases.
Guest about 3 years ago in General 0

Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order
Guest about 3 years ago in General 0 Already exists

CSV import of time entries

We would like to be able to import time entries from a CSV file into NEOS to go to each matter.
Guest about 3 years ago in General 0

User would like to be able to deleted inactive items from mini directories

On tagging events she says that they still come up the inactive items. She would like to have the able to delete them from the system
Guest about 3 years ago in General 0

Mandatory Field Options

It would be great if we could mandate certain fields to be filled in. For data integrity and report purposes, we need certain fields to always be filled in on all case types and often f/u monthly to update these fields. If they were mandatory this...
Guest about 3 years ago in General 0

In the 'Cases for Party' Option - Add Date of Incident

When clicking Cases for Party - it would be great if DOI was added to the list of cases
Guest about 3 years ago in General 1

When changing Case Type drop down in intake, don't erase all entered data

If you enter information on a new intake or change information such as addresses for a previous caller in the system, Neos often erases any entered data when the "case type" drop down is chosen or entered. Yes, it is best to get the case type befo...
Guest about 3 years ago in General 0

Neos - Allow selection of Text Message domain when sending texts

Whenever you are sending text messages, the domain auto-populates with the multimessaging domain for the cell phone provider; however, due to some service plans, not all messages that are sent out are able to reach the customer. For instance, send...
Guest about 3 years ago in General 2

Neos - Ability to update status on calendar invites from outside sources

It would be nice to be able to update the status of a calendar invite that came from an outside source, such as a Teams meeting or an invite from a third party that is not activated in Neos.
Guest about 3 years ago in General 0

Dashboards - Add Option to exclude Dormant Cases from Checklist Dashboards

Add the option to exclude dormant cases from checklist specific dashboards - currently the dashboards will pull checklist items for dormant cases
Guest about 3 years ago in General 0