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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 - Add Ability to drag and drop Party Photo on Party Tab

Neos - Add Ability to drag and drop Party Photo on Party Tab
Guest about 3 years ago in General 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

Neos: Make new phone number and online account as default

Currently in Neos, the 1st phone number and online account that is added to a Party/Provider is marked as the default. There should be a function to make any phone number or online account a default like there is for address.
Guest over 3 years ago in  0

Neos - Text Messages Should Update with Client's Name in Email Inbox

Text messages are coming through to the email inbox, but the phone number is not updating to read the Client's name, so users do not know who that client is.
Guest over 3 years ago in Integrations 1

Neos: Add option for Category 2, Category 3 in Document Tab

This will allow us to create and access sub sub folders. Large litigation firm that needs more folder options.
Guest over 1 year ago in  1

Open Links in New Tab Instead of same Neos Tab

This would allow us to view things like Companion Cases/Values while at the same time being able to make notes for users that only have a 1 screen set up. Right now you have to Open Sidebar Links like Case Docs in the same tab, then open in Sharep...
Guest over 1 year ago in  0

Neos - Layouts have a lot of white space

User would like to be able to use white space to better display grids, forms and overall case tabs. Grid does not allow for full layout flexibility.
Guest almost 4 years ago in General 1

Checklist Items Automatically Marked N/A once Case is Closed Out

The checklist items should automatically mark themselves as N/A or no longer be active once a case has been marked in CLO status and closed out.
Guest about 3 years ago in Checklist 2