When we log out and back into Neos we have to reset the accounting tabs filters. This becomes frustrating as by default it shows posted and pending checks and having the filters save would save us time having to put the filters back to only show p...
Duplication check when adding a new name - check email and phone number fields
It would be nice when entering a new contact that their email address or phone number already exists within the system. This can help reduce duplication.
Value Transaction Default Paid By/To by Value Code
Add an option to configure default Paid By/ Paid To for value transactions by value code. Adding transactions via bulk request becomes tedious to specify the Paid By/ Paid To for each transaction. No multi select & edit is available Add transa...
Dollar values formatted with 2 decimals and right aligned
On the value tab, advanced search, etc dollar values should always be displayed with 2 decimal places and right aligned so the decimal places line up. Current formatting presents as $10.1 $100.01 $1000.1 Should be $___10.10 $__100.01 $_1000.10 so ...
Pop Up Appointment in Neos (like Needles Prior Function)
Needles appointments would pop up on you Needles screen when you had an appointment. Now Neos does not have that option. You only get a Outlook reminder
Include Email templates in Neos and not just Intake Pro
Email templates need to be available in open Neos cases and not just in Intake Pro. Email templates were available in Trial Works. We used them heavily in Trial Works and now our staff is limited to creating their own templates in Outlook. So time...
The current set-up for tagging e-mails is a bit frustrating. It would be nice to rename documents in an e-mail when tagging it to a case. It's unnecessary wasted time having to go into a file after tagging an email with documents just to rename th...
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