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Blanks in Advanced Search

When creating advanced searches, I would like the ability to include all "blank" fields within a filter in advanced searches.
Guest over 1 year ago in  0

ID Code filter in Advanced Search

currently cannot filter by ID Code in Advanced Search and can't add it as a column once the search is run. This is a NEOS standard field and should be a reportable field.
Guest over 1 year ago in  0

Neos Tagging Microsoft Single Sign On

We want to restrict our users to only logging in using Microsoft Single Sign on, you cannot sign on via Microsoft single sign for Tagging.
Guest over 1 year ago in  0

Task list

A customizable task list that can be added on the calendar. For example if Discovery is due it should be added as a task and not an event. If it is not completed it will not go away like an event, it will continue to be at the top until marked com...
Guest over 1 year ago in  0

Document categories do not deselect with document type

Image #1 - I am choosing to do a bulk import on a file. When I make a doc type selection, I am only seeing the category options that have been assigned to that doc type, which is what I would want, since I don’t want to have to sort through a bunc...
Guest almost 3 years ago in  0

Reassign Date in Dashboards

Reassign Date is not a filter in dashboards. The only time reassign date shows up as an option is when the "Select Primary Record" is set to "Case" (not case with value or any others) and then the reassign date is only a selection in the columns n...
Guest almost 3 years ago in  0

Add Priority Items to Neos Checklist

It has been requested that Neos Checklist Items have the option to flag as high priority and low priority.
Guest almost 3 years ago in  0

Allow Child Checklist Item To Have Multiple Parents

This would allow the checklist to act more like a flowchart.
Guest over 4 years ago in Checklist 0

Export deposits as a batch deposit

Similar to "Write one check per payee", you should have the ability to "write 1 deposit" so they do not push into QuickBooks 10 times
Guest over 4 years ago in Accounting Integrations / Integrations 1

Rich Text/HTML capabilities in Neos Messages and document links

It would be awesome if we could have rich text or html abilities in neos messages so we can do things like underline, and create bullet points and links within the message. Presently, the messages are plain text only, do you cannot do things like ...
Guest almost 3 years ago in  0