Ideas & Enhancements
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Accounting Tab - Need to be able to delete check requests

Accounting Tab - Need to be able to delete check requests. We are not using the QuickBooks Interface, but our firm still requests checks. We need to have the ability to delete check requests when we are finished with them!
Guest over 1 year ago in  0

Auto Refresh the Calendar when a Outlook Item is Added into a User's Calendar

Add the ability to refresh the calendar or have it automatically update when an outlook item is added in Neos.
Guest almost 2 years ago in  0

Neos - Checklist Summary Should have a 'Default' Filters button

The Checklist Summary Report should ahve a 'Default' filters button that defaults to staff and today's date in case the staff member accidentally clicks the 'clear filters' button.
Guest over 3 years ago in Checklist 0

More fields available when saving a document to docs tab

Documents have many fields availalbe but not durinig the saving process. We would like the have the ability to place a document date in while saving instead of opening each one after the save to alter it.
Guest almost 2 years ago in  0

Implement Neos updates later in the night

Neos should not implement updates any earlier than midnight eastern time. Those of us in the mountain and pacific time zones should not have to endure work disruptions when updates are completed, especially unplanned updates.
Guest about 1 year ago in  0

Dragging documents from Neos to an outlook email

We Would like an update where we will be able to drag documents from Neos to an Email using Outlook, just like we can drag documents to Neos from a folder.
Guest 9 months ago in  2

Cloud: Allow Staff Permissions to be Copied from One User to Another.

Staff permissions should be able to be copied from on user to another, like in the previous versions of Needles.
Guest over 3 years ago in General 0

Neos Checklist Notes

Would like the ability to add notes to Checklist Items in Neos
Guest over 3 years ago in General 0

Tag and bill for email at same time

The current setup is that we use the NEOS Outlook add-in to tag the email, then open NEOS and manually bill for drafting or reviewing said email. It would be very helpful if that could be streamlined so that the plugin allows for emails to be tagg...
Guest 4 months ago in  0

Add a bulk update option for multiple checklist items copied from other case types

Adding an option to bulk update multiple checklist items in a case type checklist would benefit any firms which copy existing checklists into new case types that are created, so the new items can be applied to existing cases
Guest about 1 year ago in  0