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Increase character limit for Payee names entered in Neos

The current character limit appears to be 35 characters. If the Payee has more than this we have to shorten the name as the Quickbooks integrator will not work correctly if the name is longer than 35 characters. We would either like this to be inc...

Guest about 2 months ago in 0 Shipped

3 VOTE

NEOS - Dates in the Value Tab

At the moment, when selecting a date range on the value tab, you have to select a range. It would be nice to either be able to type the dates or select the start and end dates separately. The date tool is a little clunky to use as a new user.

Guest almost 4 years ago in General 0 Shipped

3 VOTE

CLOUD: sort the document type or any mini directories drop down in alphabetical order

CLOUD: sort the document type or any mini directories drop down in alphabetical order. The user was using the docuemnt type when uploading document and notice her c, and d options are listed below, like way below. She wanted it sort by alhabetical.

Guest about 4 years ago in General 0 Shipped

3 VOTE

Case Document Categories can't be set per doc to fillin automatically after a doc is merged

Merged docs can create a new Case Documents tab item, but it can't automatically fill in the Case Document Category, so after merging a new doc, the user has to go to the Documents tab and manually give each new doc a category. This takes extra ti...

Guest about 5 years ago in 1 Shipped

2 VOTE

NEOS - Trash Can for Recent Searches/Clearing All Recent Searches

Would like to see the trash can brought back to delete the recent searches. It existed before the 12/21/2020 update but no longer. Would ALSO like to see the option to clear all recent searches.

Guest over 3 years ago in General 0 Shipped

2 VOTE

Neos: Ability to Use Document Tags to search/group other docs with the same tag

Either by clicking on the tag or via a filter at the top.

Guest over 3 years ago in General 0 Shipped

2 VOTE

Make comment box bigger

On the records request tab, going into providers. We should have the note/comment box much bigger. When we make a note it should be going down not side ways.

Guest over 3 years ago in 0 Shipped

2 VOTE

Document Generator should have drop downs

The Category box in the document generator should be a drop down so you know the options. The problem we run into is that we have a Rejections, SS Rejections, and WC Rejections. However when you type Rejections, document in all 3 categories come u...

Guest over 3 years ago in General 0 Shipped

2 VOTE

Document Filter Search

When you add a filter to the Documents Tab in a case (for example the category filter) there is no way to search through the list. You have to scroll down through what is potentially a very long list to find the one you are looking for. It would b...

Guest almost 4 years ago in General 0 Shipped

2 VOTE

Notes Tab Rich Text

Saving emails in rich text format and not plain text with ever format stripped out of the Notes Tab Mark Kirchen, Esq Georgia Trial Attorneys

Guest over 4 years ago in General 0 Shipped

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