Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2688 of 2688

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

Ring Central integration fax feature

Currently with our integration, we still have to have Ring Central open along with the app in Neos because we cannot fax through Neos. It defeats the purpose of this integration if it cannot fully function as Ring Central.
Guest over 1 year ago in  0

Document Generation Layout

The layout of the prompts should be vertical instead of horizontal. It would be easier and more visually appealing to do so.
Guest over 1 year ago in  0

Neos Value Colors - Total Value

Please show all credit amounts for Value in Red like it was in Needles 4 and 5. If my value code is a "credit", the amount should show in the list view in red.
Guest over 1 year ago in  0

Permission "Modify Date Closed"

We used the permission to reopen close cases in N5 frequently. in Neos, the only permission is Modify Date Closed. The problem with this permission is we need to differentiate between who can close cases and who can reopen them. Please add separat...
Guest over 1 year ago in  0

Neos Reports: If I want to copy an existing report that is categorized, I am not given the option to save the new report in a different category

Neos Reports: If I want to copy an existing report that is categorized, I am not given the option to save the new report in a different category. If the report is a management report, but I want a copy of this report in a different category, I am ...
Guest over 1 year ago in  0

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.
Guest over 1 year ago in  0

Notes - Require Clicking the Pencil to edit the note in the sidepane

Require clicking the pencil to edit the body of the Note in the sidepane, and keep that active unless you click off into another screen
Guest over 1 year ago in  0

Special Note/Red Flag - Move the CLEAR button away from the close arrow button

It is too easy for someone to select the wrong button and delete the red flag. There is no Save button, so as soon as you click off of the special note area, your changes are saved, including deleting the entire special note/red flag.
Guest over 1 year ago in  1

Provide a way to limit the accounts that appear for users under Debit and Credit accounts when requesting checks

Firms may not want users to have knowledge of or the ability to select certain bank accounts when requesting checks.
Guest over 1 year ago in  0