Neos | Have option to upload letterhead within Neos
Instead of having to store the letterhead within a SharePoint library that Neos can access, it would be more convenient to have the letterhead uploaded in Neos similar to the Firm Logo that a tag will pull from on templates.
I would be nice when you add Form fields in a PDF in PDF editor that the color of the field not print. The printing makes the final product useless unlike when adding form fields in Adobe Acrobat.
When we receive a response from the client to a text message from Neos, there are no any identifiers of who the client is. If you are like me and send several text messages a day, the phone number will not jog your memory. If the person is in our ...
The date calculator in the checklist is nice, but a basic calculator tool off to the side would be great when you need to know a date, but aren't trying to change something in the checklist.
Reduce unnecessary white space in Note header fields
The Notes tab currently has an excessive amount of white space between the header fields and their labels on the Notes themselves, as seen in the attached screenshot. For users with visual handicaps or disabilities, it can be incredibly difficult ...
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.
Separate the saving of Debit and Credit account associations for value codes
Currently, the QB Integrator prompts to save BOTH Debit and Credit value code associations at the same time. We'd like the option to save the associations independently from one another as we often want to save account associations for certain val...
Make single- and double-clicking consistent within Neos
Currently, there is very little consistency with the number of times someone has to click to open certain items. Reports and Staff Profiles take one click, while documents and calendar details take double-clicks. We'd like to see some consistency ...
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