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When an item is marked as done and/or NA, the item should drop to the bottom of list, not remain in active listing .

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Guest about 3 years ago in Checklist 0

Neos - Add ability to filter Dashboards by "Our Client"

In reports, you can filter different reports by "Our Client", however this same filter is not available for Dashboards. Would love to see this available in Dashboards as well.
Guest about 3 years ago in  0

Auto tab from Notes Topic dropdown to note body field, upon hitting enter (NEOS)

When client goes into notes, and hits the topic dropdown and hits enter to select, they want the cursor to auto-tab down into the note body.
Guest about 3 years ago in General 0

Color coding for when Minor or Deceased statuses are checked in Neos

Color-coded text if client is checked as minor or deceased, is being requested. So for example, if the Minor checkbox is checked in the case party setup, the party name will appear as green in the general search, and then red if the Deceased check...
Guest about 3 years ago in General / Search 0

Dashboards - Auto-Update Date Filters

If a firm is using date filters that are not pre-set, the filters should update on a daily basis so the firm does not have to update them every day.
Guest about 3 years ago in General 0

Ability to add more than one mailing list at a time

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Guest about 3 years ago in General 1

Value Tab (MEDICAL)

It would be nice to pull the any "value" reports right from the value tab. Currently, under the "download settlement memo" or "reports for case" it only lists Settlement reports to chose from; however we run a "value" report for the value tab . No...
Guest about 3 years ago in General 1

Filter Report Results

When generating a report, one should be able to filter out the results. In the picture below, I've generated a report of case listings by Alternate Case Number 2. I should then be able to filter the Alternate Case Number 2 column within the report...
Guest about 3 years ago in General 0

Ability to see who is requesting checks

I need to be able to see who's requesting checks in the QB Integrator. I put the check requests in order by requestor & then import to QB in that order so that they are printed in that order. It makes it easier when passing out checks to the e...
Guest about 3 years ago in Accounting Integrations / Integrations 0

Neos - Add data from a Case Calendar Item to the Outlook Calendar item.

In the current state of Neos, whenever add an event to the Case Calendar the information that is sent over to outlook through the sync process is the Date and Time, and the notes section; however, there is plenty of other data that the Case Calend...
Guest about 3 years ago in Integrations 0