Ideas & Enhancements
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Allow the Note popup to pop up from the Bottom of the screen

The note popup should have an option to pop up from the bottom of the screen, and also be adjustable so that we can make that popup screen larger. When on the bottom of the screen, the pop up will be wider, allowing us to read more of the note wit...
Guest over 1 year ago in  0

Tabbing through fields should move left to right, not top to bottom

When you enter data in a field and select tab, it should tab to the next field to the right, not to the field below. Needles 5 tabs left to right.
Guest over 1 year ago in  0

Neos- Quickbooks IIF should export zip codes to checks

In Needles, when exporting checks to Quickbooks IIF, checks would have the zip code on them, however in Neos, when doing the same process, checks do not have the zip code. Firms that upgrade from Needles 5 to Neos are no longer able to mail checks...
Guest over 1 year ago in Accounting Integrations 0

Adding Azure single sign-on as an integration option

With the requirement of SharePoint and the office suite, it seems to me that adding Azure single sign-on is the next evolution of logging into the Neo’s portal. For the firms that already have an Azure presence and Azure security configured for mo...
Guest over 1 year ago in  0

The "X" on the party screen to see other parties associated with case is confusing.

Please come up with a different identifier for listing parties on the party screen. X is typically used to exit out of something. Maybe the words "List Parties"
Guest over 1 year ago in  0

Editing Duplicated Documents on Case Docs Tab - Stop Autorefresh

After duplicating a document on the docs tab, you need to find it in order to edit Title, Author, Date, etc. Currently, if you open the side pane to edit the document information, it auto refreshes after clicking out of each field. This adds secon...
Guest over 1 year ago in  1

Duplicating Documents on Docs tab - Ask to Rename prior to save

When duplicating a document on the Docs tab, it does not ask to rename the document before refreshing. So, you have to search the documents tab for the COPY of the document, then open it and rename. It should ask you first, before making the copy.
Guest over 1 year ago in  0

Drag/Drop files directly into the currently selected case folder, including sub-folders

Add an option to drag/drop files to the folder that is open in Neos rather than or as an alternative to requiring Document Type and Category to be selected
Guest over 1 year ago in  0

Bulk update value code in Time tab

I need to change several time tracking entries from ATTYFEES to TIME. It would be nice to it in bulk.
Guest almost 2 years ago in  0

When generating multiple documents in bulk it appends the provider name at the end

When you generate documents in bulk that's has a provider prompt it will append the provider name at the end of the document regardless of whether or not you edit the name of the document before generating it. Making us have to go back and edit th...
Guest almost 2 years ago in  1