Neos - Allow Transaction Details to be deleted when voiding a QB check
In previous versions of Needles, whenever a check is voided inside of Quickbooks, it would remove the transaction from the value tab entry; however, in the current state of Neos, this simply does nothing, and the user would need to go and remove t...
The default theme of Neos isn't the easiest to see for those who don't have the best eyesight or who may not have the best monitors. All of the tones of gray blend together and it becomes a bit jumbles. It would be nice to be able to customize the...
Currently if you copy a phone number from Neos it stores with out a specific format. Users would like to be able to copy and paste with formatting. For example: Currently it is doing the following, when you copy a phone number from party tab or pr...
You should be able to add a column for any reportable field. Specificially, I cannot add the "settlement value" from the value tab to an advance search, but somehow I can add the attorney fees.
It has been requested that a Column be added for the "Comments" field in Insurance Items within Neos, so that customers can view comments on the list level.
Instead of adding time directly within a specific case have a global time sheet that can be used to note activity and time. Then associate the time entry to a specific case. At the end of the day "Submit" this time to each of the cases.
Drag/Drop files directly into the currently selected case folder, including sub-folders
Add an option to drag/drop files to the folder that is open in Neos rather than or as an alternative to requiring Document Type and Category to be selected
Intake Pro Automation Triggers Should Have Multiple Actions
I would like it if the automations in Intake Pro can have multiple actions to the same trigger. Like when the checklist item is set to Done, have it send both an email and a text to the client instead of only one or the other.
We frequently have to create multiple intakes for the same accident or multiple intakes for one person for different case types. Having to copy the data from one intake too another is extremely time consuming and awkward. Adding a 'Copy Intake Dat...
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