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Ideas & Enhancements

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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 almost 2 years ago in  0 Shipped

Ability to toggle tiles on/off from Neos Today

The ability to toggle tiles on and off would be useful to firms who do not use certain features such as messages often.
Guest about 2 years ago in  0 Shipped

Ability for Daily Advanced Search Subscription

Currently advanced searches can only be subscribed to Weekly or Monthly. The ability to subscribe daily to Advanced Search Queries would be great. Additional to this, the ability to filter the query based on current day automatically would be requ...
Guest about 2 years ago in  0 Shipped

When sending an email from Neos have it automatically added to notes instead of tagging it.

So when you send an email from a case in Neos. Such as clicking on an email in a case the user would like the email to automatically be tagged to the notes instead of having to tag it manually.
Guest over 2 years ago in  3 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 2 years ago in  1 Shipped

Search/Not Search Option - When adding a potential client in an intake, we want to be able to not have to add the name and then input the client's contact information. You should be able to input the name without searching and move to the next section in the intake form.

No description provided
Guest almost 3 years ago in  0 Shipped

Prevent add DTF from being turned off when using the QB integrator

When using the QB integrator, it would be helpful if the add DTF option could not be turned off (so staff can't accidentally toggle it to the off position).
Guest almost 3 years ago in Accounting Integrations / Integrations 0 Shipped

Provider contact info should appear on Value Tab Entries

When following up with providers, it would be helpful to have the contact info and all the payment / account data on the same page rather than having to flip back and forth.
Guest almost 3 years ago in General 1 Shipped

User would like the ability to remove themselves as the organizer of the event

In the case calendar and in the global calendar when a users added a event he becomes the organizer of that event. After going in the event and removing himself and saving. When he goes back in the event is still on his calendar.
Guest almost 3 years ago in General 8 Shipped

Add Party Phone & Email to Columns in Advanced Search

Add the ability to pull party phone and email into columns in Advanced Search
Guest almost 3 years ago in General 1 Shipped