Ideas & Enhancements

1 Vote

User would like to have the case status field in the advance search report

No description provided

Created 10 May 06:20pm

0
1 Vote

Checklist prompt: When clicking the check to mark to mark a blank status item as done, add a prompt that states the blank item is being shifted to open rather than done

No description provided

Created 4 May 08:30pm

0
1 Vote

Allow us to add a Client Contact Preference to top of case or party tab. Right now it can only go somewhere at the bottom. In this digital age, would be great for a remember to know immediately how a client prefers to be contacted without looking all over. (Email, Call, Text)

No description provided

Created 4 May 01:18pm

0
1 Vote

NEOS tech or managers respond to ideas with 1) Yes we are working on it. Should be available in 3 months; 2) it is cannot happen because .......... 3) Great idea, we will look at it and see if we have the resources to change or add that option and get back to you in a year

No description provided

Created 4 May 01:01pm

0
1 Vote

Be able to send a message from the client note tab to a team member and post to the file instead of having to go to the message tab and doing from there. It is an extra step and a waste of valuable time. You then have to look at the client’s tab above to type in the client’s case number you are referring to. Let’s get this solved.

No description provided

Created 4 May 12:57pm

0
1 Vote

Default note topic when tagging e-mails

No description provided

Created 27 Apr 04:46pm

1
1 Vote

Neos: Add the ability to copy/paste a selection in the Paid By/Paid To fields in "Add Multiple Transactions" window.

No description provided

Created 26 Apr 02:16pm

0
1 Vote

NEOS: Add Case Type as a column in the QBIntegrator

No description provided

Created 25 Apr 09:11pm

0
1 Vote

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.

Created 16 Apr 05:57pm

Integration

0
1 Vote

Add "Party Role" To Advanced Search

I want to add the "Party Role" under the "Fields:" dropdown in "Update Results" under Advanced Search, so that he can mass update party roles using the advanced search feature.

Created 15 Apr 04:05pm

General

0