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102 VOTE

Home page of neos should allow user to adjust what they see when logging in

For me personally, the checklist is one of the main things I use. The entire top half of my screen in Neos just says Good afternoon in huge letters, wasting a ton of space. The other half shows appointments, but I personally don't have a need for ...
Guest almost 2 years ago in General 12 Shipped

User would like the ability to remove themselves as the organizer of the event

In the case calendar and in the global calendar when a users added a event he becomes the organizer of that event. After going in the event and removing himself and saving. When he goes back in the event is still on his calendar.
Guest over 1 year ago in General 8 Shipped

The ability to select multiple options in one dropdown menu when generating documents

In Needles 4, you could select multiple items and generate the same letter to multiple selections at one time versus having to generate the same letter multiple times from start to finish.
Guest almost 2 years ago in General 2 Shipped

Neos - Searching for parties with the same name and initial is ambiguous

When parties have the same name and middle initial, the search results look identical. Unless you know case numbers by heart, you would have to open each case to see which is the right case for the party. More context information in the search are...
Guest over 2 years ago in General / Search 12 Shipped

Check request debit account default

As an accountant I believe it would be beneficial to be able to set your check request debit account to a default account to ensure when the check request is done by someone other than the accountant it goes to the correct account. This feature wa...
Guest almost 2 years ago in General 0 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 2 years ago in General 1 Shipped

Neos - Add Built-in Spell check

Add a built in spell check for Neos
Guest about 2 years ago in General 0 Shipped

Expand the size of the comment text box for user defined tabs.

Expand the size of the comment text box for user defined tabs. If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data ...
Guest over 2 years ago in General 1 Shipped

NEOS - Show Party Role

Search should show the parties role in a case in the boxes that appear to list the cases that a party is affiliated with after you select a party.
Guest over 2 years ago in General 1 Shipped

SaaS - Ability to toggle through notes

Add ability to toggle through notes with a front/back arrow as in 4x and 5x
Guest over 2 years ago in General 0 Shipped