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Add option to allow minimizing the QB Integrator to the taskbar

The QB Integrator currently closes AND minimizes to the system tray. We'd like to have the option to minimize the integrator to the taskbar so we don't have to keep going into the system tray to open the integrator back up.
Guest almost 2 years ago in  1

Neos: Ability to mass update checklist items

Sometimes the Checklist Summary can become overwhelming to have to go through one by one to mark items Done or N/A, respectively. Advanced Search is nice for mass update, but would be easier to be able to mark these checklist items as Done or N/A ...
Guest about 3 years ago in  0

PDF editor; Fields not able to auto fill from other fields.

In adobe if you have two fields that need to pull the same information you are able to name the fields the same thing and when you type into the first field it will pull into the second field automatically. For example if I name Field 1 "Test" and...
Guest over 1 year ago in  0

Companion Option for Intakes

Ability to link companions at intake phase as well would allow us to see all involved parties regardless if we retained them or not.
Guest over 1 year ago in  0

Go to Cases from a Dashboard

When creating a dashboard, I should be able to select a case within the dashboard and be brought directly to that case to be able to do some digging into the case.
Guest over 1 year ago in  0

On the browse intake screen can we add the Referred To column.

With an active referral practice it would be super helpful to have the Referred To column on the browse intake screen.
Guest 11 months ago in  0

Remove characters around case number placed in note field of calendar event

When adding a calendar event and attaching a case to it, upon saving it the case number is placed in the notes field with " ~*~*~*~*~* " above and below it. May this be removed so when viewing it from list view you may only see the case number? Im...
Guest over 3 years ago in  1 Future consideration

Sorting in folders

It is custom in almost every practice (firm or doctor's office) that documents are sorted by the most recently saved document. If Neos can't provide their customers with the ability to sort in the folder view, then Neos, should at least change the...
Guest almost 3 years ago in  0

Neos: Ability to Copy the Negotiation Tab to a companion case (or any case)

I am able to copy all other list tabs, but not the negotiation tab. We often need the negotiations from one case into another and must have a way to copy in bulk. Please!
Guest over 1 year ago in  0

Neos - Required Field * should be larger and brighter. Also, box should be permanently highlighted in RED until the data is entered.

At this time, it is extremely hard to see the required fields on an intake because the asterisk is very small and blends into the name of the field. Please add color and a red outline on the field until the field is filled in so the users know tho...
Guest over 1 year ago in  0