If we could select a checkbox or symbol for documents that are referenced multiple times throughout a case and then have an option to view "Favorites". That would be AWESOME!
Neos- Quickbooks IIF should export zip codes to checks
In Needles, when exporting checks to Quickbooks IIF, checks would have the zip code on them, however in Neos, when doing the same process, checks do not have the zip code. Firms that upgrade from Needles 5 to Neos are no longer able to mail checks...
It would be helpful if you could see the entry date without opening each and every entry. In needles, you could see and sort the list by date. When you have several settlements in each case, it is helpful to see the input date of the entry.
Neos: Reduce the amount of clicks when Copying/Moving files from one case to another
Upon selecting a file and choosing copy to another case, I’m presented with a blank screen and a few buttons. I must click a button to perform a search for a case. (1 click too many. The search dialog should be immediately presented if there is no...
The ability to schedule text messages to go out at a later date would really save time on going back and forth in cases. When you set an appointment up, you could right then set up reminders to go out instead of having to go back in, and you can a...
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