Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2676 of 2676

QuickBooks export should be off of the value item not the transaction

In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...
Guest over 3 years ago in Accounting Integrations / Integrations 1

Custom Reports Screen has no Scroll

Saved Searches under a report do not allow you to scroll to the bottom of the page to look at the results field, you have to 'hide search criteria' to view it, but this page should let you scroll down to see the results without this. In our screen...
Guest about 1 year ago in  0

Report Dates Relative to Time of Running

One should be able to set a date relative to when the report is run. For example, whenever a report is run the date range is set to pull items from within six months of the date it was run.
Guest about 1 year ago in  0

Schedule Text Messages For Later Sendout

It has been requested that texting in Neos have a scheduling feature so that they can be scheduled for sendout at a later date.
Guest over 2 years ago in  1

Notes - Email Subject Line

Automatically insert the email subject line (in the Note Subject) for the email you are tagging.
Guest over 2 years 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

Allow Customization Settings for Events In Neos Calendar

Used to be able to see more details about events in the Needles Calendar, I would like to be able to customize what I can see for events in the Neos Calendar without having to click the event for more details. Somehow the Outlook Calendar App on t...
Guest 7 months ago in  0

advance search address

Need to be add more columns to advance search like mobile phone or address. This is not an option right now.
Guest about 1 year ago in  0

Create a way to deactivate notifications

When I receive interal Neos messages, the message icon has a blue circle with the number of unread messages. I also receive a notification. This is duplicative, but I can't turn off notifications for messages. Please make a way for the separate, u...
Guest about 2 years ago in  2

Adding Values In Neos Value Entry Screen

There should be an option when you're adding values to be able to add from the value entry screen instead of having to exit out of the entry each time.
Guest almost 3 years ago in  0