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Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
Guest almost 4 years ago in  13 Planning to Implement

Batch print

We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...
Guest over 1 year ago in  2 Planning to Implement

Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.
Guest over 3 years ago in  0 Planning to Implement

Mass Texting Messages

Mass Client Texting
Guest almost 5 years ago in General 1 Planning to Implement

Include the Subtotal of items selected for processing from the list view in the value tab.

The subtotal of value items should automatically be calculated and displayed when multiple items are selected to add transactions such as to request checks. Sometimes there could be dozens of checks and the total needs to be displayed so staff can...
Guest 8 months ago in  0 Planning to Implement

Certification of service Paragraph - counsel name

Since the update in June, defense counsel name is appearing improperly. The name is now appearing last name first, first name last. This working fine before the release and when I called in it (thinking is was a glitch with the update), I was told...
Guest over 1 year ago in  1 Planning to Implement

NEOS: Either have the Summary of Exported Checks report after posting checks to QB from QBIntegrator or the ability to print from the QBIntegrator

No description provided
Guest almost 3 years ago in  0 Planning to Implement

NEOS - "Group By" option in other list tabs

There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.
Guest over 3 years ago in General 0 Planning to Implement

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 almost 2 years ago in Accounting Integrations 3 Planning to Implement

NEOS: Default Calendar Status When Inputting Items

It would be nice if you could set a status for the calendar to default to when you are adding a new item.
Guest over 3 years ago in General 0 Planning to Implement