Ideas & Enhancements
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Accounting Tab - Need to be able to delete check requests

Accounting Tab - Need to be able to delete check requests. We are not using the QuickBooks Interface, but our firm still requests checks. We need to have the ability to delete check requests when we are finished with them!
Guest over 1 year ago in  0

Mailchimp integration needs a bulk add feature

The Mailchimp Integration (or perhaps the mailing list integration) needs an option to bulk add parties or providers into the mailing list instead of typing in each one to the mailing list search.
Guest over 1 year ago in  2

Restrict Password Reset

We want our users to only log in using Microsoft. Can you add a permission setting to either restrict resetting their password for NEOS or add an option in their profile setting to restrict the way the log on to NEOS.
Guest over 1 year ago in  0

Administrator permission to force a log out of a user if they are found to be logged on in more than one location.

A functionality in Needles that is not present in NEOS, is the ability to force out a user. Should a user have left themselves logged on in a location besides their main workstation or are logged on in multiple locations, it could be seen as a sec...
Guest over 1 year ago in  0

Force Staff Log Out

A lot of changes to our system cannot be applied until an employee completely logs out and logs back into the system. It would be great if we could force a log out of the system.
Guest over 1 year ago in  0

Ability to flag "bad" (redundant or advertisement) Ideas & Enhancements for Neos to delete

I am seeing more and more "Ideas & Enhancements" that are actually just advertisements from random users trying to get people to use their business. This is clearly not the point of Neos' "Ideas and Enhancement" page. There should be a way to ...
Guest over 1 year ago in  0

After you edit document details in Case Docs, I don't want to be brought back up to the top of the document list

Because there are so few "bulk action" options, I have to individually edit most documents that get put into case docs. After you edit a document's details, Neos brings you back up to the top of the page/list of documents. I want it to stay where ...
Guest over 1 year ago in  0

Ability to fill in "Party" in document details when first uploading a document

When you drag and drop a document into Case Docs, the only details you can initially fill out are Document Name, Document Type, Document Category, and Tags. I would also like to be able to add the Party, so I don't have to always go back afterward...
Guest over 1 year ago in  0

Ability to drag and drop tags when editing details of a document

I want my tags to be in a specific order. When I am editing the details of a document, I want the ability to drag and drop tags in the order I want so that I don't have to delete them all and re-add them.
Guest over 1 year ago in  0

More "Bulk Action" options in Case Docs (Party and Tags)

Currently, "Bulk Action" in Case Docs only lets you change the date, category, type, and staff created. You should be able to bulk change any document detail, not just those 4 (which seem to be somewhat random). Specifically, I need to be able to ...
Guest over 1 year ago in  3