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Ideas & Enhancements

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Remove archived intakes from party info preview pane when searching.

Whenever you search for a client in Neos, the preview pane will show all intakes, and cases under that client. This includes archived intakes, which is the only way to "remove" intakes at this point in time. Please change the system to hide intake...
Guest over 2 years ago in Search 0

User would like to have the intake listing report type to be changed back to a report type

User recently noticed that after the intake update that he can only run the report as an advanced search report. He would like to have it changed back to the way it was before the update
Guest over 2 years ago in Search 0

Ability to set up default "Paid by" item when doing batch transactions, or update batch transaction with one click

If I'm doing batch transactions from the value tab, I have to change the "paid by" to our firm's "paid by" type on each and every transaction in the batch...ability to set a default "paid by" type or a one click option in the batch transaction scr...
Guest over 2 years ago in  0

Allow checklist items to be selected individually and copied to another case type in case layout

It would help with time management if you could copy specific checklists items created in one case type layout to add into another layout without having to copy the entire checklist. Not all cases need the same checklist items but then some of the...
Guest over 2 years ago in Checklist 0

Accessing the Date Calculator from the Global Calendar

Would like to be able to access the date calculator from the global calendar screen.
Guest over 2 years ago in  0

New Message Notifications Outside Neos

It is being requested that New Message Notifications have the option to pop up outside of Neos. Example: As a popup over all desktop apps.
Guest over 2 years ago in  0

Add Reconciler To Quickbooks SDK Integrator

It has been requested that a reconciler program be added to the quickbooks SDK integrator, so that users can modify exported value items from Neos in order to link up with what is existing within Quickbooks. Example: Value item export where the fi...
Guest over 2 years ago in Accounting Integrations 0

Value Tab

There should be a "last updated date" somewhere on the value tab screen; so that an attorney knows that last time the value tab was updated. We are constantly being asked if the information on the value tab is up to-date because they have no way o...
Guest over 2 years ago in  1

Calendar view resets to top of page

This happens on every view of the calendar but is most noticeable when in the agenda view. When editing an appointment from the agenda view, you select an appointment an open the details (fully opening the appointment not preview). If you then clo...
Guest over 2 years ago in  0

NEOS: Message Forwarding to email

Client would like to be able to forward Neos messages to email (specifically outlook)
Guest over 2 years ago in  0