Ideas & Enhancements
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Lists from Word Add-in should have an option to include totals

The Neos add-in for word should allow you to create an extra row at the end to calculate the total of specified columns when making lists.
Guest almost 3 years ago in  0

Neos- Case Search Defaults

User would like the ability to select what option under case search is selected by default. Currently, it defaults to name, and they would like the ability to have it default to case number
Guest almost 3 years 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

Neos - Add Party Role to drop down entries when generating a document.

Currently in Neos, whenever you are selecting a party for a merge document. It states the prefix, first, and last name; however, it would be useful for general Party bookmarks/tags to have the party role as well. This would allow us to easily iden...
Guest almost 3 years ago in  0

Checklist dates to be displayed on Needles Calendar

The firm wanted the checklist items/dates to be displayed on the needles calendar.
Guest over 4 years ago in Checklist 0

Create a dashboard where you can select data to pull

Want to be able to create new dashboards that will pull the information the firm is looking for. Similar to how a report can pull information from Needles, we should be able to create a dashboard that allows which information we want to see
Guest over 4 years ago in General 1

Neos - Import intakes from CSV needs more options

In Needles 4 and Needles 5, you have the ability to select from a large range of information. In Neos, you are limited to only specific fields. Need to be able to add more variety and add in the basic fields such as DOB, Ability to add to multiple...
Guest almost 4 years ago in General 0 Unlikely to implement

SaaS - Allow for Admins to set Default Columns for Users

Admin would like the ability to create default columns/column widths for all users in all case types
Guest almost 4 years ago in General 0 Unlikely to implement

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