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add the Ideas & Enhancements as part of the Service Portal / Support Portal

I had to ask a few people to get access to the Ideas & Enhancements and feel like it should just be a button on the Service Portal / Support Portal to promote ideas from more people.
Guest over 1 year ago in  2

Allow document coding to be read if it is inside a text box.

Some people have been trying to make custom documents by uploading PDFs to word docs as watermarks, then trying to put info from neos in custom places. However the only way to format the text to line up reliably is to place text boxes and Neos doe...
Guest over 1 year ago in  2

Quickbooks Transactions Should be Bi-Directional

Changes to values in Quickbooks should be reflected in Neos after checks are exported from Neos into Quickbooks.
Guest over 1 year ago in Accounting Integrations 0

Document Tags - by Case Type

Make document tags available by case type. They are currently available for all documents and case specific documents.
Guest over 1 year ago in  0

Add ability to calculate interest on value items.

Our firm would like to have the ability to calculate interest on individual value items. This would save us time so that we do not have to calulate this manually outside of Needles when creating these items.
Guest over 1 year ago in  0

Companion Case Screen Should LIst Date of Loss, not Case Opened Date

It would be way more helpful to have the date of loss listed on the Companion Case Screen instead of the Case Opened Date as many dual-crash companion cases were opened on the same date.
Guest over 1 year ago in  0

Age At DOI is blank when Party's age is under 1 year old

When creating a new document from a template that includes Age At DOI ([[ Age At DOI | Case.Parties.AgeAtDateOfIncident ]]), the document is supposed to calculate the age and insert the number in the document during generation. Currently, if the P...
Pedro Ventura over 1 year ago in Document Management 0

Notes- Record the time the note is posted

It would be beneficial if, the time recorded for a note was the time the note was actually posted and not the time the note was opened.
Guest over 1 year ago in  0

SMS Messaging, give the option to make the box bigger

When sending a new SMS Message, they would like to see the option to make the box that pops up larger so you don't have to scroll down on the big box. So when you select quick text, you don't have to scroll down on the big box to see the options o...
Guest over 1 year ago in  1

Neos: Certificate of Service Paragraph should include email

The Certificate of service is a very important part of document creation. Each and every document that is filed with the court or served on a party must have the certificate of service. This cuts across ALL jurisdiction.
Guest over 1 year ago in  2 Already exists