Add option to limit case search by case status (Neos)
When searching cases, please provide an option to search by case status and filter out closed cases or pending leads. Or make the results default to open cases. So much time is wasted accidentally pulling up closed cases or saving emails etc. to c...
It would be extremely useful to actually be able to print the calendar, checklists, etc. without having to deal with the clunkiness of some of the report views. In the desktop version we could print a day view of multiple people side by side. Prin...
Neos: Create Special Permission to restrict users from selecting a different user when creating a note
a user that has been creating notes but selecting another user so it seems like another person created it.
would like to disable the permission to select another user with Group Permissions but currently, there is no special permission to d...
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...
On a multi-user network, QuickBooks company files are stored on a server computer. All other computers connected to the network are called workstations. When a workstation fails to access a company file placed on another computer, it results in H2...
The QB Needles integrator should include the providers address. phone numbers and emails are nice but some firms rely on the address to differentiate between office locations.
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