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Unlimited Neos Today Dashboards

I would like to propose having unlimited Neos Today Dashboards for either the entire firm or for the admins at each firm. Neos Today Dashboards make it seamless to optimize and individualize workflows while being able to monitor KPIs for each team...
Guest 10 months ago in  3

Quickbooks Online Default Accounts

Ability to set default Checking Account and Default QB Expense account for Value Tab transactions
Guest 6 days ago in  0

Automatically update next communication according to set parameters of days

No description provided
Guest 6 days ago in  0

Bill to matter via at same time as tagging emails using the Outlook extension

No description provided
Guest 6 days ago in  0

Add contact person to company in address book

When we add a company to the address book, we also have to add the name of the contact person in that company. However, the address book does not have a place to add this person's name. We have to create a separate contact for that person and the ...
Guest 24 days ago in  1

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.
Guest about 1 month ago in  2

Note Topics - Favorites

It would be useful to allow for some "Favorites" to be at top of the Topics list, so we don't have to do so much scrolling, whether from Notes itself or from the Outlook Add-In. There are 4-5 topics that I use heavily, with most of the others used...
Guest 13 days ago in  0

Customizable Columns in Staff Directory

Currently, most areas of Neos where there is a list of entries there is also an option to modify the columns. On the staff directory there is no ability to modify the columns. It would be very helpful to have the column chooser functionality avail...
Guest 20 days ago in  0

New calendar event default time increment to 30 minutes instead of 15 minutes

Firm only schedules events in 30 minute increments so it would be beneficial for the calendar to default to 30 minute increments instead of 15 to not have to change it manually
Guest 20 days ago in  0

Settlement View Value Tab

PLEASE BRING BACK THE SETTLEMENT VIEW IN THE VALUE TAB! CANNOT BELIEVE THIS IS GONE
Guest 6 months ago in  3