Neos: Reduce the amount of clicks when Copying/Moving files from one case to another
Upon selecting a file and choosing copy to another case, I’m presented with a blank screen and a few buttons. I must click a button to perform a search for a case. (1 click too many. The search dialog should be immediately presented if there is no...
Neos - Allow Transaction Details to be deleted when voiding a QB check
In previous versions of Needles, whenever a check is voided inside of Quickbooks, it would remove the transaction from the value tab entry; however, in the current state of Neos, this simply does nothing, and the user would need to go and remove t...
We use alt case numbers instead of the case number that Neos automatically generates. It would be helpful to not see the Neos case number but only see the Alt Case No.
Be able to use the “tab” key to move to the next entry box
Is there any way that we can get them to make it where we would be able to use the “tab” key to move to the next entry box? Right now, if you use it, it will erase the information you’ve entered into your current entry box. This is especially frus...
Would like to see in the Date Criteria a “Current Month” choice in addition to Today, Yesterday, Past Week, etc. Would like to be able to see data for the current month instead of rolling past 30 days. If there is a way to do this, please indicate...
If I am creating a new calendar event from a previous event but just changing the date, I cannot copy it like I could in Needles 5 and change the date. I now have to create an entirely new Calendar event when all I need to do is change the date. I...
Setting up a PDF template in Neos we currently are unable to select multiple parties from the same case to populate the fields within the template as we were able to do in Needles 4 and Needles 5. It is believed that the functionality extends to o...
The value tab currently will not allow for posting of values less than $1.00; however, firms will need to be able to capture all costs no matter how small.
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