Ideas & Enhancements
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Have a way to delete/remove an old client from the General Mailing List without having to go into settings and jumping through all the hoops. If you can add from the party tab, why can't you remove or delete. This is a time suck when you have 20 or more birthday cards returned a month for bad address's

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Guest almost 3 years ago in  0

Neos | "Received From" field in QuickBooks displays Party and Case Number

When creating a deposit request in the Neos Value tab the Payor is displayed appropriately as the Provider's name and will also display accordingly in the integrator. However, when exporting to QuickBooks the Payor is displayed as the customer. It...
Guest almost 2 years ago in Accounting Integrations 0

Cloud: Default Search by "Name" in Email Tags

Per Ashley Burris at Schmidt Kramer (aburris@schmidtkramer.com): I think the default search in the email tag should be Name, not email. I would never be able to search for anyone's email and always use the name.
Guest almost 4 years ago in Messages 2

Search - Default Highlight the Newest Case

When searching for cases, have the most recent open case as the default higlighted case
Guest almost 5 years ago in General / Search 0

Bulk Update on Text Messages

I upgraded to Premium texting. On the communications tab, I have over 900 prior text messages that are "Unassigned" bc they have no Note topic. Instead of having to go through each one, there should be a way to assign the same note topic to all "U...
Guest 12 months ago in  0

Neos: Wants to be able to print check multiple checks at once for same provider.

In the desktop version, when I wanted to process a check, the steps were as follows. Case, check processing, export checks. Then I could click on value and select some OR all of the checks. In the case where we have paid multiple checks, I could s...
Guest almost 4 years ago in Accounting Integrations / Integrations 0

Add Ability to Have Custom Folders in Messages

Would the like ability to have custom folders in messages to organize their messages
Guest almost 5 years ago in Messages 0

Add "comment" from Intakes as a Tag for Word Docs

Add "comment" from Intakes as a Tag for Word Docs
Guest almost 2 years ago in  0

Hyperlinks - Bills and Records from Records Request and Liens from Value Tab

Ability to have the entries in the records request tab hyperlink to the bill and record. Could still pull from case docs, but avoids having to toggle back and forth. Same with the Value Tab. If lien is selected, we should be able to click the lien...
Guest almost 3 years ago in  0

Quick Access Fields

Allow for the pinning of fields from the case to allow for quick access. e.g., claim no, attorney, case, number etc. Allow users to choose fields.
Guest almost 3 years ago in  0