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QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field

When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...
Guest about 1 year ago in  1

Please add the Stamp Feature in the pdf editor

Please add the stamp feature in the pdf editor like it is in the Adobe Acrobat DC version. See picture below.
Guest 4 months ago in  3

Templates within the Record Requests and Documents tabs within all cases

When we have a signed form like a HIPAA, we will apply that form towards each provider once we are ready to request records and billing. In the pdf form, I would like to use tags for provider name, address, current dates and such things. Then I wo...
Guest 4 months ago in  0

Value Tab

Please bring back the ability to group value codes together and have them stay that way after you make the change. Every time you exit out of value tab the sorting you just changed goes away and it sorts them in a way that doesn't even make any se...
Guest 6 months ago in  2

Add filter to Calendar such as Open/Closed/Rescheduled and a filter to hide dates that have past

It would be so much easier to keep organized if there was a filter in the calendar where we could filter to only see Open/Closed/Rescheduled/etc. Also, to have the option to "hide" the calendar events that have past the current date / specific dat...
Guest 7 months ago in  0

Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
Guest almost 4 years ago in  13 Planning to Implement

Neos Outlook Add-in topic filter as we type

When we attempt to tag an email to a case the topic detail currently does not allow for filtering while we are typing. This causes a ton of scrolling to try and find the topic that best fits the content of the email. All we would like is for the l...
Guest over 1 year ago in  0

Neos - Ability to add Neos documents to an existing email chain.

Currently, emails can be sent from Neos to include documents from the Documents tab, but we cannot add these documents to existing email chains. It is important to keep the history of the conversation, as opposed to creating a new email each time ...
Guest 8 months ago in  0

SPLIT DTF among more than one case

When a case expense is entered and a transaction made for it, we need the option to split the DTF value between multiple cases, so we can do that pro-rata accounting on the front end.
Guest 18 days ago in  0

Have cases automatically start by date.

Neos should allow cases to be numbered automatically by the case date, year, month, day. This would allow the number of cases to be much more simple to identify.
Guest 18 days ago in  0