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Add ability to move tabs in Neos like Needles

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...
Guest about 1 year ago in  0

The Metadata Field on Zapier should be mappable to fields in Neos

It would offer another layer of options and deeper functionality for firms to be able to link fields in the Metadata section to custom fields in Neos to pull that data in.
Guest about 1 year ago in  0

Add a Party Name Column to the Browse Documents screen

This would be very helpful so you could see what party the document is associated with.
Guest about 2 years ago in  0

Neos | Allow users to add custom values to a mini directory for Provider Card phone types.

We would like to add several new phone type categories to our provider cards and would like to do this without having to manually enter the data on each individual provider card. It would be helpful if there was a Mini Directory for this phone typ...
Guest over 1 year ago in  0

Add a screach bar when you tag a topic in needles

When tagging a document into needles, my team finds ourselves scrolling through what type the document is. It would be much more efficient if we could search for the document type.
Guest 8 months ago in  1

Advanced Search > Using date functions (e.g., past 30 days)

I hope this makes sense, but I'd love to be able to create (and save) an advanced search using date ranges that vary based on the current date. For example, a search that shows new cases opened in the last 30 days, 60 days, etc (instead of having ...
Guest about 2 years ago in  3

Case Date Layout

Would like to be able to modify the lay out for case dates. Currently you can't even control what dates show up in what column. It would be great to group relevant case dates under specific columns
Guest over 1 year ago in  0

Integrator should total up all selected checks before we sent to QB

It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.
Guest almost 4 years ago in Accounting Integrations / Integrations 2 Already exists

Modify text in Records box (bold, italic, font size)

Being able to bold, underline, etc. would save a lot of time during document generation so that the text could already pull in the correct format.
Guest over 1 year ago in  0

Neos user would like to print from case calendar

I checked in staging and that's something you can't do. User stated you could do this in Needles 4, and Needles 5 and would like to be able to do it in Neos.
Guest almost 4 years ago in General 1 Unlikely to implement