Add option to allow minimizing the QB Integrator to the taskbar
The QB Integrator currently closes AND minimizes to the system tray. We'd like to have the option to minimize the integrator to the taskbar so we don't have to keep going into the system tray to open the integrator back up.
We have English and Spanish speaking clients. Would like to be able to code templates so they generate conditionally based on the language code (we use ID code on party tab).
Neos: provider card: Be able to select which account or phone number is the default contact
Currently it is not simple to change which phone number or email is the default contact. To do so you would have to delete and re-add numbers or emails to change the default. There should just be a toggle when you edit the number to make it the de...
Be able to put in both the callers information and the case information with out it cancelling each other out.
as of now you can not put in a caller information and the case information because it automatically changes it to the case info . There should be a way you can add the caller and the case info. into one message without it changing to one or the ot...
In the new release, if you have the billable option turned on, you are now required to add a time entry to the value tab. Our firm would want to see the time entries on the time tab, not on the value tab. With the value tab entries, the subtotals ...
When I receive interal Neos messages, the message icon has a blue circle with the number of unread messages. I also receive a notification. This is duplicative, but I can't turn off notifications for messages. Please make a way for the separate, u...
With e-service agreements becoming more and more common, we should be able to generate a mass email to all persons on the counsel tab (attorneys and staff).
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