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Check request debit account default

As an accountant I believe it would be beneficial to be able to set your check request debit account to a default account to ensure when the check request is done by someone other than the accountant it goes to the correct account. This feature wa...
Guest almost 2 years ago in General 0 Shipped

Neos - Add Provider Address & Phone number back to Value tab

In N4 the provider address and phone number would be listed under provider name on the Value tab, it is no longer there. Would be really helpful to ahve it back
Guest about 2 years ago in General 1 Shipped

Neos - Add Built-in Spell check

Add a built in spell check for Neos
Guest over 2 years ago in General 0 Shipped

Value Tab Provider Information

I should be able to see the address, phone number, fax number, and email of any provider that I enter into the value tab. In order to get a phone number I then have to click once on it. Then, in order to get the full address, I have to open that p...
Guest 11 months ago in  0 Shipped

Activity Feed - Per User

Can an "Activity Feed" be per user in additional to each case. It would be nice to see all the cases that I looked at or worked on in one day, week, etc. In case I forget what case I worked on and rather than go through all of my cases, I can look...
Guest over 1 year ago in  1 Shipped

Cloud - Send Message from Case

In previous versions of Needles, you could send a message from the cases from the case tab. In Neos, you have to open up a message and then link it back to the case. It would be nice to have the "Send Message from Case" option back.
Guest almost 3 years ago in Messages 0 Shipped

Make Provider in Value Tab easy to see phone numbers

Where we could click on the provider and it popped up with the phone numbers to call, now we have to open the whole provider in a tab to be able to see it to call on balances. That is annoying.
Guest 5 months ago in  1 Shipped

Be able to maximize screen size for notes in value tab entry

No description provided
Guest about 2 years ago in General 1 Shipped

Expand the size of the comment text box for user defined tabs.

Expand the size of the comment text box for user defined tabs. If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data ...
Guest over 2 years ago in General 1 Shipped

NEOS - Show Party Role

Search should show the parties role in a case in the boxes that appear to list the cases that a party is affiliated with after you select a party.
Guest over 2 years ago in General 1 Shipped