Ideas & Enhancements
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Change order of contact numbers in a user defined tab

Add the ability to adjust the order of the contact numbers for a provider inside of a user defined tab.
Guest almost 2 years ago in  0

More fields available when saving a document to docs tab

Documents have many fields availalbe but not durinig the saving process. We would like the have the ability to place a document date in while saving instead of opening each one after the save to alter it.
Guest almost 2 years ago in  0

Allow users to access their own transaction logs in Trialworks

It would be very helpful if each user could access their own transaction logs, in the event they make a mistake and need to correct it.
Guest almost 2 years 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

Allow selecting credit cards as Debit accounts

Currently, only bank accounts can be selected from the Debit Accounts section of the check request in the QB Integrator. They -can- be selected as Credit Accounts, even though these cards are usually used for outgoing payments. Please allow credit...
Guest almost 2 years ago in  0

It would be SO helpful to add class code as a sorting field on the check list.

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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?

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Guest almost 2 years ago in  1

Add sorting capability to folder view in Neos

We are just now migrating over to Neos from Needles. I can tell you that the document management side of things is way differnt than we are used to and also more complicated. In traditional Microsoft explorer, folder views, you can do so much. It ...
Guest almost 2 years ago in  0

Quickbooks Online Fixes

Some of the stuff with the Quickbooks Online and the Accounting Tab need fixed: Accounting Tab - should have a column for case name, not just case # Accounting Tab - when selecting multiple items to cut checks on - it should have a total so that w...
Guest almost 2 years ago in Accounting Integrations 0