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Invoice should pull date task performed, not date entered

Sometimes, we enter our time spent into Neos at a later date. It would be helpful if the invoice would display the date the work was performed, rather than the date the information was entered into Neos.
Guest 4 months ago in  0

Return ability for partial Name search in "all" field

It seems as though I can no longer do a partial name search using the "all" field. This is how I've always previously searched. It doesn't work now, unless I put the entire client name in the "all" field. In order to search just using a partial na...
Guest 4 months ago in  0

custom autonumbering cases

ie. for the year of 2024, we would like case numbers to start off with 240001 and when 2025 comes around, I would like to start with 250001.
Guest 4 months ago in  0

Ability to Lock Columns for User Defined Tabs like the Records Request

It would be nice to be able to lock the columns so that other users don't toggle certain data on or off. Maybe even grant it as a special permission to be able to lock it so they remain the same across other cases too.
Guest 4 months ago in  1

User Tab Edit Capabilities

Neos has 10 user tabs but only 5 are list entries. We would like to make more user tabs lists vs. entry. Additionally having the option to add more tabs would be even more helpful and being able to choose list/entry.
Guest 4 months ago in  1

Allow to change checklist dashboard to filter open cases

for firm Kane and Silverman : Please allow for checklist dashboard to only include open intakes and cases
Guest 4 months ago in  0

Option to Keep Note/Message Topic Label from the Original Sender or Change It

As is, the sender might send a message under the topic "client call' and the recipient has to again label it when responding. It would be greatly appreciated to be able to simply keep the original topic label OR change it if needed.
Guest 4 months ago in  0

Allow user to organize the order of "type" in case docs for their workload.

"Types" are organized alphabetically. Each employee may be in one area more than another, it would make their work more efficient to organize the types to suit their work than to have it be alphabetically. If your work is in something at the end o...
Guest 4 months ago in  0

Select specific value items and create new value items while in the settlement calculator window.

The settlement calculator is missing two features that could improve it: -Select which items are being calculated.-Create new value items from that menu instead of being forced to close out of the calculator, create it, and then return. If there a...
Guest 5 months ago in  1

Option to select "type" when creating a note from the value tab.

In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.
Guest 5 months ago in  2