Ideas & Enhancements
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Integrator should total up all selected checks before we sent to QB

It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.
Guest almost 4 years ago in Accounting Integrations / Integrations 2 Already exists

Add a separate permission for "Bulk Actions"

It is not safe or logical to give all staff permission to Update Multiple Cases, as that permission can cause a LOT of damage to the database if used incorrectly. Please add a separate permission.
Guest over 1 year ago in  0

Change Permissions to Closed Files

Once a file is marked closed, the user should be allowed to view information but not modify information for a closed file. This would allow us to prevent folders being created in CaseFiles for files we have to archive to another location for data ...
Guest about 1 year ago in  0

Dragging documents from Neos to an outlook email

We Would like an update where we will be able to drag documents from Neos to an Email using Outlook, just like we can drag documents to Neos from a folder.
Guest 8 months ago in  2

Neos user would like to print from case calendar

I checked in staging and that's something you can't do. User stated you could do this in Needles 4, and Needles 5 and would like to be able to do it in Neos.
Guest almost 4 years ago in General 1 Unlikely to implement

Text Request (textrequest.com) Integration

While I appreciate Neos' built-in text-via-email feature, using an office-wide service like Text Request for communicating with our clients is essential. I'd LOVE to be able to integrate the two systems.
Guest 4 months ago in  0

Go back and edit the notes of a Calendar entry

Currently we cannot edit the notes section of a calendar entry, it would be great to be able to go back and edit.
Guest 4 months ago in  0

Please make entering entries into Value page more intuitive.

Often, we have numerous entries for dates of service. Please make it so there is a more efficient way to create entries in the Value page, rather than having to "go back" and select "add" again. Once an entry is created, populate "add" on the same...
Guest 4 months ago in  0

Ability to type in the date rather than have to click the date on calendar

Please let us override the defaulted date in the Value entry. Rather than having to click on the calendar and find the exact date, please make it so we can type in the date. Will save so much time!
Guest 4 months ago in  0

Adding calendar event

When checking a future date to see if you are available on the calendar, if you need to add something on the date you are on when you "add" it stays on the date you are on and does not default back to the current day
Guest 4 months ago in  0