Invoice should pull date task performed, not date entered
Sometimes, we enter our time spent into Neos at a later date. It would be helpful if the invoice would display the date the work was performed, rather than the date the information was entered into Neos.
Return ability for partial Name search in "all" field
It seems as though I can no longer do a partial name search using the "all" field. This is how I've always previously searched. It doesn't work now, unless I put the entire client name in the "all" field. In order to search just using a partial na...
Neos - Ability to formate name in QuickBooks Export
When exporting checks in Needles, names would display first name last name. In Neos names are exported to checks with last, first. Would love to be able to choose which format I want.
Neos: Make new phone number and online account as default
Currently in Neos, the 1st phone number and online account that is added to a Party/Provider is marked as the default. There should be a function to make any phone number or online account a default like there is for address.
In messages: you can edit and choose which columns you would like to see - ex: To/From/Messages/Date sent. There should be a way to save your set of columns. Right now it reverts back to preset ones every time you log out or refresh.
Neos - Text Messages Should Update with Client's Name in Email Inbox
Text messages are coming through to the email inbox, but the phone number is not updating to read the Client's name, so users do not know who that client is.
This would allow us to view things like Companion Cases/Values while at the same time being able to make notes for users that only have a 1 screen set up. Right now you have to Open Sidebar Links like Case Docs in the same tab, then open in Sharep...