Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...
Neos Intakes - Add Case Name or ability to update Case Header when spelling of name is changed
Please add a Case Name field or some way to link the potential client's name to the intake header to reflect the correct spelling when a change is made.
Neos Today Calendar - Only show items that are Open
As calendar events are marked as Done or Canceled, they should be removed from the Neos Today calendar as they are no longer required for the day. the user should have an easy place to go to see what is active for the day, which is what Neos Today...
I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Have Minor Check Box and Date of Majority on contact card
Date of Majority and Minor check box should be fields on the contact information that are for Name ID as these dates do not change depending on case, the same way date of birth does not change.
Email Tagging by Date and Time of Email, not time of tag
Currently, when you tag an email, it imports the information into NEOS based upon the date and time you tag the email. With multiple emails often coming in at all hours, it would be best to have the tag read from the email header and tag based upo...
Neos - Value tab graphics for payments/adjustments - Useless and takes up too much room
Please either change the purpose for the graphic or move it to the bottom of the right side of the screen. For now, we have to scroll down to see the due amount.
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