I'd like an option to save some filter presets in some search areas like the Intakes section. Sometimes we have our Intake need to look at several specific search filters and being able to quickly switch between them would be fantastic.
QuickBooks Integrator notification when exporting to an unlinked name
Currently when exporting checks/deposits to names that have become unlinked between QuickBooks and Neos, the integrator will create a new name with the Vendor/Provider ID in parenthesis. This duplication can causes issues for firms. Instead, we wo...
Change it so that the checklist automatically refreshes. Having to click the refresh button every time a change is made is a pain. Being able to do this with a key stroke, ctrl-s in Needles, is much easier. When the checklist is refreshed, have it...
Can we please get some UI Designs on our fields sections (let's make NEOs the Lamborghini of the Legal Case Software world)
NEOs is great but what would make it even better if the sections were more visually appealing. A UI so our employees can just doesn't focus on funucatility but also the most visually appealing and captivating platform on the market. You buy a lamb...
Neos | When drag and dropping a document into case allow user to set the visible date that will show up on the screen
When a user drags and drops a document in the Case Docs tab, Neos uses today's date as the date to show for that document. Users then have to go into that records detail in the Case Docs tab to change it. We should have the ability on the drag and...
It would be super helpful to have an actual change log of all changes so when troubleshooting issues that arise randomly after a Hotfix or upgrade has been applied we can point to what might have caused it.
It would be super helpful to have an actual change log of Hot Fixes so when troubleshooting issues that arise randomly after a Hotfix has been applied we can point to what might have caused it.
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