Ideas & Enhancements
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Provide a way to limit the accounts that appear for users under Debit and Credit accounts when requesting checks

Firms may not want users to have knowledge of or the ability to select certain bank accounts when requesting checks.
Guest over 1 year ago in  0

Have documents that are attached to a Docusign form return to Neos with the Signed Document

Add the ability for an attachment that is attached to a Docusign Document to return to Neos with the signed Document
Guest over 1 year ago in  1

Case Calendar - Allow Change to Default Time of Appt

When adding an appointment from the Case Calendar tab, the appointment automatically defaults to 12:00am-12:30am - this can be overlooked when scheduling quickly, which leads to not being able to see the appointment on your calendar. Please add th...
Guest over 1 year ago in  0

Refresh take you back to original screen

Currnetly when we add an email as note or add a document and then want to see thta within Neos, we click on the semi-circle refresh button with the arrow. After we do that, Neos take you back to the Case summary section and then you have to click ...
Guest over 1 year ago in  0

Add military service information to Names ID

We current keep this information in user defined fields, which does not follow the person. It would be much better if the information was tied to the Names ID and followed the person, not the case.
Guest almost 2 years ago in  0

Adding Multiple Parties to PDF Template Merge Fields

When defining Merge Fields for PDF Templates, the Party tag list only references the 1st party when there are many situations in which multiple parties need to be referenced. Adding functionality in which the tags can be chosen for different parti...
Guest almost 2 years ago in  0

Can we add a button in the Companion Cases tab that opens all the companions up at once instead of needing to click each individual companion to open them?

No description provided
Guest almost 2 years ago in  1

Neos - Create an Integration with Zoom Phone

No description provided
Guest almost 2 years ago in  0

Add options to insert DocuSign fields for "Text Boxes" "Radial buttons" and "Attachments"

This is helpful for templates that need additional data or information from the "signer" when receiving a Docusign template from the firm. Currently only have the ability to add initials, signature and date signed.
Guest almost 2 years ago in  0

See totals & Payee names in bulk action "add transaction" screen

When requesting checks in desktop versions of Needles, you would be able to see the total amount you were requesting. Having a total at the bottom of the list for the bulk "add transaction" screen would be very helpful. Also, being able to see the...
Guest almost 2 years ago in  0