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...
Special Note/Red Flag - Move the CLEAR button away from the close arrow button
It is too easy for someone to select the wrong button and delete the red flag. There is no Save button, so as soon as you click off of the special note area, your changes are saved, including deleting the entire special note/red flag.
Neos Premium Texting SMS templates right from the texting screen
With the Neos Premium Texting SMS we should have the ability to merge SMS templates right from the texting screen instead of having to create an checklist Automation in order to use it with all of the merging capabilities.
Neos - Display Staff 2 in the case preview when searching for Cases
When searching for cases, primary staff is shown in the case preview, but it is often necessary to transfer calls to other staff of the case. It would be great to have the ability to customize what columns are shown in search results, as well as i...
Since the last release, when generating a document and selecting multiple recipients, NEOS auto adds the client name to the file name. It should add the provider name instead or at least remove the client name. It's already auto saving to the clie...
1
1
0
