Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

FILTER BY CATEGORY

Integration

Showing 87 of 1614

Neos- Integration with LawToolBox

Would like to have an integration with LawToolBox to increase the effectiveness of case dates
Guest about 2 years ago in Integration 0

Neos - QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000
Guest over 1 year ago in Integration 0

Template Tags Search by Tag Name, Label or Tab...

Presently, when you are using the Word Add Into tag templates, and search by tag name, label or tab, it isn't very user friendly or smart. When you search "Full name" for example, you get options for AKA full name, default full address, Employer B...
Guest over 1 year ago in Integration 1

Have the DocuSign send notifications to user's when a document is sent back

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docum...
Guest over 1 year ago in Integration 0

Select "Print One check for same Provider"

I have multiple check requests for the same provider that I would like to be able to have them print onto one check instead of 100 checks. I used to be able to do that in Needles 4.8.2.
Guest over 1 year ago in Integration 0

Neos - Add data from a Case Calendar Item to the Outlook Calendar item.

In the current state of Neos, whenever add an event to the Case Calendar the information that is sent over to outlook through the sync process is the Date and Time, and the notes section; however, there is plenty of other data that the Case Calend...
Guest over 1 year ago in Integration 0

Whenever emailing a case document from Neos, it would be a neat feature if the recipient would also receive a link/button they could click that would automatically open the case.

So whenever someone emails me a document from a case, I then go to Neos and search the case. It would be a really neat feature if there was a button or link that came with the email that would automatically open the case in Neos without having to ...
Guest over 1 year ago in Integration 0

Cloud - Add a url for search

Adding a URL to the search will give the ability for 3rd party applications such as RingCentral to run searches of the caller ID into our system. As an example, this is what is use for Salesforce: https://my.salesforce.com/search/SearchResults?sea...
Guest over 2 years ago in Integration / Search 0

Export deposits as a batch deposit

Similar to "Write one check per payee", you should have the ability to "write 1 deposit" so they do not push into QuickBooks 10 times
Guest over 2 years ago in Integration 1

NEOS - Save As from Word

Would be nice to have a "Save As" function on the word addin to save a document directly into a Neos case.
Guest almost 2 years ago in Integration 0