2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents)
2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents) - would be extremely helpful.
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...
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.
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...
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 ...
The X to open a full size view of the client photo is very unintuitive. It should be something like arrows pointing away from one another or another universally recognizable signifier of zooming/making an image full-screen. My assumption for quite...
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.
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
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
0
3
