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Allow Dynamic Fields to use existing fields for special conditions

I have a dynamic field pointing to a user mini directory. But why can’t I make an already existing field the specific condition for a section to show up. Seems like duplicative work and all information gathered for a case should transfer to the ca...
Guest 12 months ago in  0

On the browse intake screen can we add the Referred To column.

With an active referral practice it would be super helpful to have the Referred To column on the browse intake screen.
Guest about 1 year ago in  0

Neos: add permission to block users from changing the "Case Name" field which then changes the SharePoint folder name

Please add a permission that lets us limit the ability to edit this field. The only permission available is to restrict editing ability to the entire "Case" tab which does not help because everyone needs to be able to edit fields on that tab. the ...
Guest about 1 year ago in  0

Report subscriptions bi-monthly or every other week.

It would be nice to be able to run reports on a bi-monthly or every other week on a certain day.
Guest about 1 year ago in  0

Integrate the Paid function from Lawpay to Neos

We would love it if when the payment received from client is marked paid in lawpay it is also marked paid in Neos? THANKYOU Susan Love 720-536-4370
Guest about 1 year ago in  0

Make due dates changeable on Invoices

Right now the invoices all default to 30 days for payment. The Aviation Division in our firm would prefer they pay as soon as possible so when the proper documents arrive there is no delay in reviewing them. If that is not possible maybe there is ...
Guest about 1 year ago in  0

Pin the Header/Banner Open

We used to be able to see all of the information in the case banner. Now you have to click on the drop down icon to see that information. We would like the ability to keep that pinned opened.
Guest about 1 year ago in  0

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.
Guest about 1 year ago in  0

Zapier Integration Should Identify Names Already in the System

It would be great if Zapier entered leads could identify parties already entered into the system. We spent a lot of time deleting duplicates.
Guest about 1 year ago in  0

Neos: Please add Deceased or Minor indication in the case header next to the person's name

This will allow the users to very easily determine if the client is deceased or a minor without having to look on the Party tab.
Guest about 1 year ago in  0