It would be nice to have a USPS Address verification integration that would show a green check or some type of address verified logo. Here is the link to one of the USPS API tools https://www.usps.com/business/web-tools-apis/
Modify Text Styling and Font in User Defined Fields
For instance, we created a user-defined discovery tab. In that, I have fields entitled "discovery dispute" and "discovery notes," it would be very helpful to be able to bold, highlight, or underline things in these fields to draw attention to them.
I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
When using Send Email in Neos, give us the option as to whether to post the PDF version of a Word document to the case
When you send a Word document via email in Neos, you can have Neos convert the Word doc to PDF. We would like the option as to whether to include that PDF document (an exact duplicate of the Word document) to the Documents tab. It not only is a du...
Currently, users have to access their Neos account and open a new intake to see new leads and respond appropriately. To streamline this process within a firm, it would be helpful to be able to click a "Export" button which would convert the data f...
A bulk action option for linking/unlinking names in the QB Integrator.
Neos itself has "bulk actions" within its system. The QB Integrator could benefit from a similar option/action. The list of Vendors a firm might have can be numerous, which in turn makes going into the Integrator to link each provider a tedious an...
Add a button when opening or previewing a message that would open a reply window and, when that reply is sent, automatically delete the message from your inbox.
Option to deduct expenses before calculating fees on settlement statement
My firm deducts the case expenses before calculating attorney's fees, so the current settlement calculator is useless to me. I would like the option to deduct expenses and then calculate fees and net to client.
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