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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 over 1 year ago in General 0 Planning to Implement

Create Document Tags On The Fly

It would be nice to be able to create document tags as you need them (self building list) rather than having to pre-populate a minidirectory with them.
Guest almost 2 years ago in General 0 Planning to Implement

Neos: Ability to nest document attachments under their lead document.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.
Guest almost 2 years ago in General 0 Planning to Implement

NEOS - "Group By" option in other list tabs

There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.
Guest almost 2 years ago in General 0 Planning to Implement

NEOS: Default Calendar Status When Inputting Items

It would be nice if you could set a status for the calendar to default to when you are adding a new item.
Guest almost 2 years ago in General 0 Planning to Implement

Neos - Remove 'Add Note' Button from Header

Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.
Guest almost 2 years ago in General 1 Planning to Implement

Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected

There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Guest almost 2 years ago in General 1 Planning to Implement

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 almost 2 years ago in General 0 Planning to Implement

Add a "Select All" option to Case Docs Tab

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.
Guest almost 2 years ago in General 1 Planning to Implement

When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
Guest about 2 years ago in General 2 Planning to Implement