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I need to be able to create a birthday party list and then print labels for marketing purposes.

We also did the same with the Holiday Card list in Needles. Printed labels. At this point I am doing birthday cards by hand and will not be sending Holiday Cards unless we can print from Neos.
Guest 11 months ago in  0

Forms from PDF Editor

I would be nice when you add Form fields in a PDF in PDF editor that the color of the field not print. The printing makes the final product useless unlike when adding form fields in Adobe Acrobat.
Guest almost 2 years ago in  0

Enlarge prompt box for converting intake

When converting an intake to a case, especially when there's a lot of inquiries, sometimes the scroll bar or save button doesn't appear. Making this prompt box larger might fix this issue.
Guest over 2 years ago in  0

Rearrange the Phone and Text Tab in the Communications Portal

You should be allowed to rearranage the phone and text tab in the communications portal
Guest 11 months ago in  0

Mark Text Messages Unread

If someone accidentally clicks on another staff members text, it marks it as read. You should have the ability to make it unread so that the staff members know which texts have been addressed and which have not.
Guest 11 months ago in  0

Add option to toggle off/on the event time length when hovering over events in the Neos calendar

Users do not always want to see the time length when hovering over an event, please add a button or option to turn off/on the event time at will so users do not always have to see it and so it does not get in the way of a user reading an events name.
Guest 11 months ago in  0

Review Older Notifications

We cannot review older notifications. I was out for a week and have no idea of what was done or what messages were received while I was out because the notifications do not go that far back.
Guest 11 months ago in  0

Reports - would be useful for firm managers to be able to see how much in total settlement demands are pending in a report. Would need the Negotiation tab field for demand amount to be able to populate in the report

Budgeting, forecasting, KPI's
Guest 11 months ago in  0

Separate the saving of Debit and Credit account associations for value codes

Currently, the QB Integrator prompts to save BOTH Debit and Credit value code associations at the same time. We'd like the option to save the associations independently from one another as we often want to save account associations for certain val...
Guest almost 2 years ago in  0

Add a Horizontal Scrolling Bar to Calendar

Add a horizontal scrolling bar to the calendar view that is constant. Having this would allow people to view all of the calendar in a comfortable view if they have alot of events and would like a non-squished view.
Guest almost 2 years ago in  0