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.
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...
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...
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?
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 ...
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...
Implement "copy to other case" button or check box within notes
Instead of having to click on a message and go to the drop down list to have a message copied to another case, would it be possible to implement a button or check box within the note we are currently typing? It takes out a few extra steps and woul...
Add the ability to add checklist automation to a specific case instead of the automation being spread to the checklist item in every case with that checklist item.
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