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Remove Prefix from Full Name tag when tagging documents.

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Guest almost 3 years ago in  1

User would like to have the case status field in the advance search report

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Guest almost 3 years ago in  0

Checklist prompt: When clicking the check to mark to mark a blank status item as done, add a prompt that states the blank item is being shifted to open rather than done

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Guest almost 3 years ago in  0

Allow us to add a Client Contact Preference to top of case or party tab. Right now it can only go somewhere at the bottom. In this digital age, would be great for a remember to know immediately how a client prefers to be contacted without looking all over. (Email, Call, Text)

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Guest almost 3 years ago in  0

NEOS tech or managers respond to ideas with 1) Yes we are working on it. Should be available in 3 months; 2) it is cannot happen because .......... 3) Great idea, we will look at it and see if we have the resources to change or add that option and get back to you in a year

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Guest almost 3 years ago in  0

Be able to send a message from the client note tab to a team member and post to the file instead of having to go to the message tab and doing from there. It is an extra step and a waste of valuable time. You then have to look at the client’s tab above to type in the client’s case number you are referring to. Let’s get this solved.

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Guest almost 3 years ago in  0

Neos: Add the ability to copy/paste a selection in the Paid By/Paid To fields in "Add Multiple Transactions" window.

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Guest almost 3 years ago in  0

NEOS: Add Case Type as a column in the QBIntegrator

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Guest almost 3 years ago in  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 almost 3 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 almost 3 years ago in General 0