Neos Intake: Quick Add does not include Send Email - PLEASE ADD
It would be very important for us to have Send Email capability within intakes such as we have within Cases using Quick Add. Please include this feature with intakes!
In the Mini Directories under Note Topics, there should be a way to edit email, email received, and email sent. I'd like to put an exclamation mark in front to bring it to the top of the list.
We have download and email options but what about print options without having to download the document. Not only print it by itself but bulk print too.
Increase Check # Field Character Limit in QuickBooks Integrator
I was getting a "String too long" error on the QuickBooks Integrator for one of my deposits. After a bit of testing, it seems that the Check # field can only go up to 11 characters. Is it possible to increase how long I can make the check number?
Correct scrolling in the Value Tab to get to very bottom of Value items
With the recent Neos update, one of the major issues in the Value Tab is it no longer scrolls to the very bottom of the list of Value Items for cases with a huge amount of Value items. It is a huge problem not being able to scroll down to view eac...
When tagging emails, have last tagged file appear at top of suggested list
A partner asked me to suggest that the system remember the last file he tagged an email to, since we can't bulk tag emails yet. That way, if he has 7 emails to tag to the same file, he doesn't have to look it up 7 times.
Accounting Tab for QBO - Need to see what's in the memo line for the DTFs & Sort by Client's Name
We import DTFs to QBO by what's in the memo line & not being able to see it, makes that very difficult. We also are unable to import anything by client's name because there's not a column for client's name. We need to be able to sort by client...
Sometimes firms will get phone calls from medical providers or other law firms to which the call log for ring central will not attach it automatically to a case since its not going to end up being a saved number attached to a party.
We often have multiple clients to keep updated on one file. The ability to group text with them would be very helpful, as lots of clients don't check their email consistently enough.
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