Ideas & Enhancements
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Needles 5.0

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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

Doc Gen - Auto File Name

Since the last release, when generating a document and selecting multiple recipients, NEOS auto adds the client name to the file name. It should add the provider name instead or at least remove the client name. It's already auto saving to the clie...
Guest about 1 year ago in  0

Mass update or bulk update calendar items in Neos

Right now the only way to change the same info in more than one calendar item is to manually open, change, save, close, repeat. Please let me check boxes next to several calendar items and bulk update either from the calendar tab in a case, or mas...
Guest about 1 year ago in  1

Allow for multiple layers of tags when merging a document with another that has it's own tags.

At present, only the tags in the document you're currently generating will be prompted, regardless if the document associated with say, the "Insert Doc" tag has tags of it's own at play.
Guest about 1 year ago in  1