Since your team has tested my issue with QB pulling the Federal ID regardless if a Social Security number has been entered. It would be great if Needles could override this default function and fix this issue.
The current setup is that we use the NEOS Outlook add-in to tag the email, then open NEOS and manually bill for drafting or reviewing said email. It would be very helpful if that could be streamlined so that the plugin allows for emails to be tagg...
When tagging a document into needles, my team finds ourselves scrolling through what type the document is. It would be much more efficient if we could search for the document type.
Delete text from search bar when you go to a new page!
If I'm in Case Docs in one case and search "Order," and then hours later I move on to another case and go to the Case Docs in that case, the "Order" search stays in effect and gives me a heart attack every time because I'll only see a handful of d...
It would be nice to have an Auditing log that would track all the changes that happen in the Case Type configurator section of Neos. This would allow Admins to see who, what and when something was modified.
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...
The Metadata Field on Zapier should be mappable to fields in Neos
It would offer another layer of options and deeper functionality for firms to be able to link fields in the Metadata section to custom fields in Neos to pull that data in.
Typically, incoming mail is bulk scanned and separated into files. You should be able to bulk imput those docs into the system. So when you dragged 10 documents over you could have multiple inputs to put the items into many cases at once. You also...
NEOS PDF Editor - The Viewer Needs to Be fixed Its Too Small
The viewing of a document in and using NEOS PDF Editor is cumbersome. You cannot take advantage of the entire computer screen, it is like a smaller screen within a smaller screen view. Side by side view is so tiny that you cannot use it. The viewe...
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