Neos-Ability to have subfolders for Client files in SharePoint
Instead of having everything written to the root of "CaseFiles" you should be able to have more folder stuctures such as case types, closed, broken down by year, etc.
Guest
over 3 years ago
in Integrations
1
Unlikely to implement
Neos- Ability to have Trial Organization and Trial Presentation Functions
Neos should add the ability for Trial Presentation and Organization. This would allow the users to organize timelines of facts, allow links to exhibits/documents/transcripts/ etc.
Integrator should total up all selected checks before we sent to QB
It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.
N5 Improvement: Ignore conflict schedules on calendar entries with "Cancelled" status.
#88704: Per Andy, the logging of calendar event changes is changing the events to "Cancelled" status, which can be very confusing for the user. We should also ignore these "Cancelled" status entries when we're testing user's calendars for appointm...
The quickbooks integration currently lists EVERY account in the company file. We should be able to select the "user-facing" accounts, for privacy and security purposes.
In Needles 4 there was a functionality to sync your providers and parties from Needles into your outlook contacts. It would be nice for that feature to make a return.
Guest
almost 4 years ago
in Integrations
0
Future consideration
Neos: Wants to be able to print check multiple checks at once for same provider.
In the desktop version, when I wanted to process a check, the steps were as follows. Case, check processing, export checks. Then I could click on value and select some OR all of the checks. In the case where we have paid multiple checks, I could s...
When you are searching for a case in the outlook addin, it would be nice to be able to execute the search with "enter" rather than having to click the search button.
Check Export should be customizable so that Client name can be on second level of memo on actual check
When we export checks to QB, there should be an option that the second memo line will autopopulate the client's name. So that when we send a check to a medical provider, the memo line from the value tab can populate (we usually put the account num...
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