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QuickBooks Integrator - Add customization for the order of how info is placed in the Memo Field on checks

Add the ability for users to change what order the memo field info is placed in the memo field in checks within the Neos Integrator. Currently the memo field fills in as Neos memo field info/case #/ Name and does not allow the user to change how o...
Guest 8 months ago in  0

Automatically default to the users check instead of having everyones check list populate because its too many items being thrown at us at one time (example case managers dont need to view the accountants task unless they are specifically looking for the accountant task)

When we open a check list it shows everyones task and then we have to filter it. If there is a way to where it automatically defaults to the users check instead of everyones check list that would be extremely helpful.
Guest 8 months ago in  0

Neos: Ability to remove permissions to specific reports

Currently in Neos, you only have the ability to restrict access by report category, but not by specific report. This was functionality was available in Needles 5.0 and would be useful to see again in Neos as well.
Guest about 3 years ago in  1

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.
Guest almost 2 years ago in  0

Remember Placement within Checklist without Having to Scroll Every refresh

Remember Placement within Checklist without Having to Scroll Every single refresh.
Guest 8 months ago in  0

Neos: In the Neos Calendar entry/detail, show Non-Neos staff Email Address that are invitees

In the Needles Neos Calendar entry/detail, show external invitees/guests that are also attending the Outlook meeting. Right now, if a meeting is added from Outlook, or created in Neos and later modified in Outlook to include external invitees or i...
Guest about 3 years ago in General 0

Checklist task name should be color coded

Currently the checklist code is the only column display the color configured under primary checklist settings. It would great if the task name could also be configured with this color so we can easily identify items using color
Guest about 3 years ago in Checklist 0

Push or Duplicate Calendar Entries into Witness or Other Tabs

I think it would be a logical and beneficial step if users could take calendar events (for a deposition, for instance) and could either push, duplicate, or add it as a related item to the witness or notes tab, etc. It, then, would prepopulate many...
Guest over 1 year ago in  0

Neos - Companion Case Tab needs signal icon

Need a visual signal for when a case is a member of a companion group without having to click on the companion tab - a checkmark or similar next to the tab in the menu, for example, if data exists in the tab.
Guest almost 4 years ago in General 0

Neos - Advanced Search - Add Negotiation Date as a column option

Neos - Advanced Search - Add Negotiation Date as a column option
Guest about 3 years ago in General 0