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Refresh Buttons for Notes tab , Messages tab and Intakes tab (similar to refresh button on checklist)

Similar to blue refresh button on Checklist tab - this would be the easiest way to refresh Notes, Messages and Intakes
Guest about 2 years ago in  0

Neos - Ability to formate name in QuickBooks Export

When exporting checks in Needles, names would display first name last name. In Neos names are exported to checks with last, first. Would love to be able to choose which format I want.
Guest about 2 years ago in Accounting Integrations 4 Planning to Implement

Save your columns once you've edited in messages.

In messages: you can edit and choose which columns you would like to see - ex: To/From/Messages/Date sent. There should be a way to save your set of columns. Right now it reverts back to preset ones every time you log out or refresh.
Guest about 2 years ago in  0

Add DOL and Alt Case Number to Companion Case Listing

It has been requested that Columns be added for Date of Loss and Alternate Case Listing in the Companion Case section of Neos.
Guest about 2 years ago in  2

Multi Select for Calendar Items

When accessing the calendar, if a user would like to delete multiple items, they currently need to go into each item one by one, and then delete each item. Users would like to be able to select multiple calendar items and delete them/edit them at ...
Guest about 2 years ago in Calendar 0

Open Calendar Item on Double Click

Why do I have to hit the pencil button instead of the calendar item just opening on double click like all other windows-based programs? It is unnecessary and inefficent.
Guest about 2 years ago in  0

NEOS needs a date calculator like Needles had!

Neos needs a date calulator just like Needles had!
Guest about 2 years ago in  2

Add CC and BCC options to Neos Notes

It has been requested that, when sending notes as emails, as well as sending emails in general from Neos, that there be an option for CC and BCC.
Guest over 2 years ago in  0

Neos - Being able to filter the Search

Would like to be able to filter open/closed cases within the main search instead of using the browse cases or the advanced search.
Guest over 2 years ago in  0

Ability to add tags to document in template generation

We can add type and category in template generation, but not tags. It would be nice to be able to tag them at that same time.
Guest over 2 years ago in Document Management 0