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A bulk action option for linking/unlinking names in the QB Integrator.

Neos itself has "bulk actions" within its system. The QB Integrator could benefit from a similar option/action. The list of Vendors a firm might have can be numerous, which in turn makes going into the Integrator to link each provider a tedious an...
Guest 8 months ago in Accounting Integrations / Integrations 0

Photos attached to an email need to be recognized by Neos and added to the Document tab when posted to a file

Functionality from Needles 5 should work in Neos and allow emailed photos to be attached to the Document screen - We should not have to save the photos and attach them one by one to the Document Tab;
Guest over 1 year ago in Document Management / Integrations 1

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...
Guest over 1 year ago in Integrations 4 Future consideration

Neos - Allow Transaction Details to be deleted when voiding a QB check

In previous versions of Needles, whenever a check is voided inside of Quickbooks, it would remove the transaction from the value tab entry; however, in the current state of Neos, this simply does nothing, and the user would need to go and remove t...
Guest over 2 years ago in Accounting Integrations / Integrations 0

Compatibility with TABS3 Accounting Software

I know we live in a Quickbooks world, however, we would like to see Neos integrate with TABS3 accounting software like it is with Quickbooks.
Guest over 2 years ago in Accounting Integrations / Integrations 0

Where did you hear about us should be on the intake and carry over to the case

Where did you hear about us should be on the intake and carry over to the case
Guest over 2 years ago in Integrations 0

Be able to calendar events from the Aux checklist and Case dates

If you enter a trial date as a case date, the aux checklist allows checklist items to be put on the diary. But it doesnt allow calandar items to be put on the Calendar. This would be helpful if you had a trial that would take 2 weeks. It could cca...
Guest over 2 years ago in Integrations 0

Neos - Ability to invite outside sources to event in Neos

Since Neos displays the same function as an Outlook calendar, it would be nice to also be able to invite others to the calendar event from Neos directly without having to go to Outlook.
Guest over 2 years ago in Integrations 0

BI Software Integration

Mr. Keener from the Keener Law Firm wants to suggest that we integrate some BI software with Neos because he likes to generate charts and graphs. Also, he was suggesting if Neos would be able to in the future be able to generate charts and graphs....
Guest over 2 years ago in Integrations 0

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...
Guest over 2 years ago in Integrations 5