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 over 2 years ago in Accounting Integrations / Integrations 0

Add "Party Role" To Advanced Search

I want to add the "Party Role" under the "Fields:" dropdown in "Update Results" under Advanced Search, so that he can mass update party roles using the advanced search feature.
Guest over 2 years ago in General 0

Restrict Permissions on Case Open Date

It would be nice if I could block staff from changing the case open date. If they change the open date to hide how long they've had a file in their possession, it effects my life on desk reports.
Guest over 2 years ago in General 0

Have a column on the checklist to display staff position

The ability to see what staff position each user is in would be highly beneficial to break up job functions
Guest over 2 years ago in Checklist 0

Deactivating checklist in cases

It would be useful if we could deactivate checklist in specific cases instead of in the case type
Guest over 2 years ago in Checklist 0

Office Location Columns for Reports

Columns that show the office location cases are assigned to would help larger firms with multiple offices keep track of things.
Guest over 2 years ago in Auditing 0

Where did you hear about us should be on the intake and carry over to the case

Where did you hear about us should be on the intake and carry over to the case
Guest over 2 years ago in Integrations 0

More Robust security

Case dates should not be changeable by everyone. For Example, I have a trial date case date that if someone changes would ccause a lot of problems
Guest over 2 years ago in General 0

Be able to calendar events from the Aux checklist and Case dates

If you enter a trial date as a case date, the aux checklist allows checklist items to be put on the diary. But it doesnt allow calandar items to be put on the Calendar. This would be helpful if you had a trial that would take 2 weeks. It could cca...
Guest over 2 years ago in Integrations 0

Neos - Ability to invite outside sources to event in Neos

Since Neos displays the same function as an Outlook calendar, it would be nice to also be able to invite others to the calendar event from Neos directly without having to go to Outlook.
Guest over 2 years ago in Integrations 0