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Would be nice to be able to export to PDF/print to PDF checklist templates for training purposes

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Guest about 1 month ago in  0

Refreshing & Relogging into Neos After Normal Work Hours

It would be a wonderful improvement to have the refresh and log back into Neos changed. Could a setting be created that doesn't allow for a refresh during an office's normal working hours? Work is lost and then has to be reentered when it refreshe...
Guest about 1 month ago in  0

Link Documents to Values Entry,

If I receive an attachment via email that is related to a Values entry (billing ledger, claims ledger, invoice, etc), I would like link/upload that to the values entry without saving a copy of the file locally and then uploading as an attachment t...
Guest about 1 month ago in  0

Add in notes column to default checklist dashboard

Add the option to display the notes column in the default checklist dashboard
Guest about 1 month ago in  0

"State" Dropdown in the Case Tab

One feature that would be beneficial to have would be a "State" dropdown in the Case tab. Our firm practices in multiple states, and for each case, it would be helpful to insert a label as to which state the case is in. This would be helpful for c...
Guest about 1 month ago in  0

Ability to adjust 'In Litigation' status on case header

In its current functionality, there is not a method to adjust the status on the case header if it is marked as 'In Litigation' to a different status. The only workarounds at the moment are to either enter a closed date for the case (effectively pu...
Guest about 1 month ago in  0

Merging documents using PDF editor in Neos also add typewriter tool

Add 'browse filter feature' in PDF editor in Neos to add document to PDF that you are editing by case + case folder + category. Currently there are no filter feature. When you go to add document to PDF using Neos PDF editor it pulls up the entire ...
Guest about 1 month ago in  0

Add option to stop the customer job column from filling in when posting a check to QB from the Neos Integrator

Add the ability to stop the customer job column from auto filling when posting a check.
Guest about 1 month ago in  0

Fix space issue in documents when a client does not have a middle name

When creating documents there is a space between first and last name, if the client does not have a middle name. Is it possible to create a box you can click so if the client does not have a middle name it will be spaced evenly when creating docum...
Guest about 1 month ago in  0

Show the client's middle name in searches

We have several clients that have the same name and multiple files. It would be helpful if the middle name would also show up on searches, as most of us do not know the Needles # of each client without looking up their file or having it directly n...
Guest about 1 month ago in  0