Change Received From field in exported QuickBooks items
When exporting items from the Neos Integrator to QuickBooks, the listed party on the items always matches the primary party from the Neos Case. Once imported into QuickBooks, these transactions list as having been "Received From" this primary part...
Change default attachment format when emailing in Neos to "Link" (from PDF)
When emailing a document in Neos, the current default is to email it as a PDF. 95% of the time, I am having to change it to Link (which, I think, used to be the default). Often, I forget to do this, and have to resend emails with the proper link. ...
Can we just eliminate this altogether? In this day and age, it's probably best to address client letters without a prefix at all. "Dear John Smith" or "Dear Mary Smith" is really all you need. If the prefix isn't selected in the name details on th...
For some reason someone decided it was a good plan to change the layout of the party tab in last nights update. WHY?? It was perfect before. Please change it back!
Mentions in provider notes should work same as case notes
Our firm would use this a lot for pricing out vendors like court reporting agencies and other administrative work where we are communicating inside the office on updates and info gathered relating to providers or contacts NOT specific to a case. I...
RIght now I cannot add "Intake Atty" to my advanced searches. It was recommended that I submit an idea to the portal to ask that this be added as a feature. Reference ticket#200434
Notifications on Needles after a checklist is marked done.
Notifications on Needles screen after a checklist is marked done for a case you are assigned to (as LA or Atty). That way, you know that something is do for that case.
We have an issue with people changing addresses or phone numbers (even AKA shortcuts) for providers like the hospitals. Most of the time they are using older information from an old list and the information has been updated since then. Then I have...
Please add a third option to staff profile notifications settings for muting the notifications. This is an alternative if you do not want to receive the notification from Neos, nor email. Larger firms have constant notifications that don't get cle...
We have a suggestion you may want to consider: work on creating a blank link from a case, from Neos, to be able to send to clients to upload medical records etc. Additionally, another suggestion is to be able to create a link from Neos with multip...
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