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NEOS - Address's Zip Code doesn't populate proper city

Whenever the user uses the zip code 92509 for Jurupa Valley, California it doesn't auto populate with this option. It seems that the API Neos interacts with, or our own data that we retrieve this information from doesn't contain Jurupa Valley as a...
Guest over 3 years ago in General 0

CC'ing people on text messages

The ability to cc other parties when sending a text message thorugh Neos would be nice. It posts automatically to the notes, which is great. But, copying other folks via their emails would keep them in the loop without having to look at the Notes.
Guest over 3 years ago in  0

Tagging Emails is too bulky

It would be more efficient if when you clicked on, for ex, a client's email that when you hit send it automatically posted to the notes like old Needles did and like Neos text messaging does. I spend a lot of time just posting emails to notes.
Guest over 3 years ago in  0

Neos: Ability to print Case Docs and Records tab

Currently, if you're using the browser print feature to print what's on the screen for Documents and Records tab, it does not show the data. It would be nice to have the print capability for these screens to display what has been entered for each ...
Guest over 3 years ago in General 0

QuickBooks export should be off of the value item not the transaction

In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...
Guest over 3 years ago in Accounting Integrations / Integrations 1

Track Time automatically

Ability to have a timer start automatically when you open a case, and prompt to stop and save when you close a case.
Guest over 3 years ago in  2

Whenever emailing a case document from Neos, it would be a neat feature if the recipient would also receive a link/button they could click that would automatically open the case.

So whenever someone emails me a document from a case, I then go to Neos and search the case. It would be a really neat feature if there was a button or link that came with the email that would automatically open the case in Neos without having to ...
Guest over 3 years ago in Integrations 0

Email from a case and be able to choose parties

Would like t to be able to hit the plus sign on a case and be able to send email through outlook and select parties from case etc.
Guest over 3 years ago in Integrations 0

Neos - Add Deafult Packaged Mini-Directory, and Drop Down to WC, and PI case types.

Add ICD codes as a premade mini-directory, and a predefined drop down field for user defined tab sections inside of the WC, and PI case type, this drop down should allow text searching, and multi-selection. These codes are used to specify the typ...
Guest over 3 years ago in General 1

NEOS - Add the ability to edit Checklist item instructions from details view

Whenever you add a checklist item from the primary checklist to the current checklist the system should allow users to edit/add instructions of that instance of the checklist item inside of the details pane. Typically, you'd have to write a check...
Guest over 3 years ago in Checklist 0