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Multiple Referred-By Source Selection

On the Case Tab, you can only select one referred-by source, but if a case is referred by multiple sources you do not have anywhere to enter that information. It would be great if a searchable field had the ability to have multi-selections.
Guest 2 months ago in  0

Drafts in Needles

Hi! Would it be possible to enable some kind of feature on Needles so that when we are in the mist of typing a message and for whatever reason Needles shuts down, the computer or power outage, etc., it saves as a draft.
Guest 2 months ago in  0

Take the default off address

If mail comes back returned be able to uncheck the default as it is no longer useful and we do not want to pull it in mass mailings.
Guest 2 months ago in  0

Alerts for Date of Majority

Oftentimes our teenage clients reach the age of 18 during the pendency of the case. Would be nice to be alerted/notified when "our client" "minor" reaches majority.
Guest 2 months ago in  0

Add last "Last week, Last month, etc." to reporting options.

Reporting Data options- Need corporate options for Date ranges. Currently Neos only has last 7 days, last 30 days. Nothing that aligns with general corporate reports required, would require a manual pull for each report needed as dates must be cha...
Guest 2 months ago in  1

Make the task code a required field, or if the user has a default rate, automatically populate the billable amount based on that rather than waiting for a task code to be selected.

When a task code is set, the rate is auto entered, and the billable amount is calculated but it is not a required field. It would be helpful to make it a required field OR to automatically populate the staff billable rate so it does not cause $0 b...
Guest 2 months ago in  1

Communications email notifications

There should be an option to receive email notifications for calls received in the communication center.
Guest 2 months ago in  0

Zoom Integration - once on a call, add an option for a keypad.

An example might be if you have to enter an extension number or a number for a specific department.
Guest 2 months ago in  0

Have an option to open the special note full screen

An option to open the special not full screen so it can be seen in its entirety. Scrolling is very difficult when trying to see the entire note.
Guest 2 months ago in  2

Be able to sort documents by tag.

It would be very useful to be able to sort ascending or descending tag column or any column in the document tab.
Guest 2 months ago in  6