Mentions in Outlook should be kept as mentions in Neos when tagged
Often times when composing an email, we might mention someone in the organization who will be automatically added to the email chain. When the email is tagged it would be nice if that mention could also be synced with the user's staff profile so t...
Adding a address column to the QB integrator would be make it easier for users to ensure that the correct provider was selected. Many providers will have multiple locations and having the address there would simplify confirmation of the correct pr...
Neos - Add Ability to See of a Name in a Check Request is linked to QuickBooks
When viewing checks in the queue, it would be helpful to see if a name (party or provider) is linked to a name in QuickBooks before posting the check to QuickBooks. This would allow the user to go link any names from Neos that may already exist in...
It would be useful if there was an Activity feed by staff report or if the Activity feed and fields within it could be used to create a Advanced Search.
Adding more filters/columns for Mailing List Reports
For mailing lists, is it possible to add more columns to filter by, like zip code and email address? If it is not possible on the Mailing List section of the settings, can it be made into a report? Please add the option to see party emails to the ...
I do not want to wholesale replace a staff member. Our firm is growing and I want to re-assign some cases in bulk to a new attorney. There appears to be no way to do this through mass update, forcing me to go to all 200 cases individually to reset...
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