Ideas & Enhancements
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Compatibility with TABS3 Accounting Software

I know we live in a Quickbooks world, however, we would like to see Neos integrate with TABS3 accounting software like it is with Quickbooks.
Guest about 3 years ago in Accounting Integrations / Integrations 0

Neos - Ability to edit the flyout for a party

When searching for a party to open their case/intake, it would be nice to be able to easily modify what is visible on the flyout. More information like nots or Synopsis would be helpful to further identify what the intake is.
Guest about 3 years ago in General 0

Case Calendar "Filter" Options

Filter options for calendar tab in case. Main purpose is to be able to hide older events.
Guest about 3 years ago in General 0

Dashboard: filter by case dates

Would like the ability to filter a dashboard by case dates in the case tab.
Guest about 3 years ago in General 0

Message presentation in Neos

#124479. Fetterman and Associates. Silvia Falconi would like to see the presentation of messages in Neos to be more cleaned up when they are posted from emails. She included an email of what she means. She things the information is unnecessary.
Guest about 3 years ago in Messages 0

Merge Document Title Name Length

The 40-character limit for document titles is a little prohibative. Taking into consideration the maximum file path limit in windows of 260-characters, an extension of this limit to 100 or 150-characters should be no issue.
Guest over 4 years ago in General 0

Reports should also pull the providers card when clicking on the provider's name

Reports - Records Outstanding by Provider- I have run this report for all providers (no parameters) and the results return a large number of providers as expected. If I click on a provider I would expect it to open the providers card, but it just ...
Guest over 4 years ago in General 0

Dashboard - Add ability to double click to jump to case

Add ability to double click to jump to case
Guest about 3 years ago in General 0

Export Mini-Directory Data to CSV/PDF

It would be an extremely useful feature to be able to port the data, and options that are made in a mini-directory to a CSV file, or PDF. There are moments in time where different staff need to be aware of what categories are needed to be used on ...
Guest about 3 years ago in General 0

referral Tracking

This will help keep track of referrals and fees owed.
Guest over 4 years ago in Auditing 0