Value Tab navigation screen - within the VT entry, the "back" button should be on the right side of the screen for ease of going back, there should also be a next or previous entry button so we don't always have to go back to the main VT screen to...
It would be useful if there was an Activity feed by staff report or if the Activity feed and fields within it could be used to create a Advanced Search.
When we print a note, it would be GREAT if the Neos number was also printed on the note. The client's name is provided in the top right corner, but the Neos number would be equally as helpful.
Seeing the body of email and text first in preview of notes vs header info
When in list view, it would be helpful to see the body of the email or text message that was tagged, like Needles 4 would vs seeing the date time and to/from info.
Accounting Tab for QBO - Need to see what's in the memo line for the DTFs & Sort by Client's Name
We import DTFs to QBO by what's in the memo line & not being able to see it, makes that very difficult. We also are unable to import anything by client's name because there's not a column for client's name. We need to be able to sort by client...
Neos: is it possible for the document generation display to go away after it generated
Neos: is it possible for the document generation display to go away after it generated. During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.
Guest
almost 4 years ago
in General
0
Future consideration
Neos - Notes - Add ability to Filter Note Topic Drop Down
Firm has many Note Topics. Firm would like ability to filter/search Note Topic Drop Down when Adding a Note and when using the Filter option on the Notes tab to search for notes
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Future consideration
