Ideas & Enhancements
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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 about 3 years ago in Accounting Integrations / Integrations 0 Shipped

Auxiliary Checklists - Do not Repopulate all checklist items based on changed case dates

If checklist items in an auxiliary checklist are dependent on a case date, they should not populate as new items whenever the date is changed. Instead, the existing open items tied to that case date should be updated to the new date, and any items...
Guest about 3 years ago in Checklist 1 Shipped

NEOS - Email Notifications

There should be the ability to set up email notifications for messages and intakes.
Guest over 3 years ago in Messages 0 Shipped

NEOS - Print Needles Today Checklist

It would be nice to be able to print your checklist in the current view from the Needles Today checklist.
Guest almost 4 years ago in General 3 Shipped

Neos: Editing fields and screens for all Intake Case types

Editing fields and screens for all Intake Case types using a new Layout Manager available under Settings. I have been able to move the fields around however, I haven't figured out how to enlarge the boxes in which we type and get the fields closer...
Guest almost 4 years ago in General 0 Shipped

Search box

I think the client role should be listed in the cases when you search for them. We sometimes have parents whose children were also involved in the accident and the parent has their own case and listed as guardian in their child's case. When you se...
Guest almost 4 years ago in General 1 Shipped

Make Alphabetic fields text wrap

It is silly that with Alphabetic fields, you cannot have the field wrap text. We created a screen to take testimonial information from a client, but the text cant wrap within a field. Seems like BASIC field formatting. It is like a note,but not on...
Guest almost 4 years ago in General 1 Shipped

Search by Street Address

It would be nice to be able to search a case by street address.
Guest about 4 years ago in General / Search 1 Shipped

Case Name Should show up in searches

Especially for Business Clients where they have multiple cases it would be very useful to have the case name show up in the search. Previously it did show the case name on the card when searching now you have to click on the actual case to pull up...
Guest almost 2 years ago in  1 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 over 2 years ago in  0 Shipped