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Abitliy to E-Mail Non-Contacts through Neos

Often we have to send emails on a case to someone who is not in our contacts, nor do we want to add as a contact for a number of different reasons. Currently the only way to do this is to open Outlook and then tag the message. We would like a dedi...
Guest over 1 year ago in  0

alphasights

AlphaSights is a next-generation information services firm working alongside the world’s leading investors, strategists, and decision-makers. From its four global knowledge hubs in London, New York, Hong Kong, and Dubai, the company connects its c...
Guest over 1 year ago in  0

Vital Fixes for Quickbooks Online

1) The memo data (client name, id info added) from case expenses in accounting tab should pull into the MEMO box of Quickbooks Online. Right now it is transferring the data to the Description of the check which does not print to the check. It is i...
Guest over 1 year ago in  3

Advanced Search - Add column for Age at DOI

To me this seems like a simple calculation and should be an available option or column in Advanced Search.
Guest over 1 year ago in  0

Direct Message from a List Entry with information from that entry

We have a list tab that is used by our Investigator and would like to be able to message from a specific list entry on the case to another Neos user with specific information from that entry. Essentially we would want to Add 'Send Message' under t...
Guest over 1 year ago in  0

Ability to see the ID code in the header

We would like to see the ID code in the header so we can easily identify if a client is a spanish speaker or other assistance is required.
Guest over 1 year ago in  2

Neos Case Number added to Note

When we print a note, it would be GREAT if the Neos number was also printed on the note. The client's name is provided in the top right corner, but the Neos number would be equally as helpful.
Guest over 1 year ago in  0

Transfers on RingCentral

When a staff member transfers a call to voicemail, it will show up on the communication page so that the admin can see if calls are being send to voicemail or not.
Guest over 1 year ago in  0

Value tab slider added for lien/collection

Same option as DTF when adding transaction to value tab. So it clears out expense and add a separate one to DTF, but instead it adds to lien/collection
Guest over 1 year ago in  3

Party minor indication - should update automatically when a person reaches age of majority

Currently, someone is always marked as a minor until such time as you uncheck the box. It would be much better to automatically uncheck the minor box once the date of majority is reached.
Guest over 1 year ago in  0