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Print lists of note topics, case types, etc.

When orienting new users and new employees or when considering adding a category/topic within the firm it would be extremely helpful to be able to print the list of items we already have in the system for training purposes and to avoid duplication...
Guest about 1 year ago in  0

Neos Case Header - Option to Show Class Code and Case Type Descriptions instead of the Codes themselves.

Neos Case Header - Option to Show Class Code and Case Type Descriptions instead of the Codes themselves.
Guest over 1 year ago in  0

Document Tab - List View - Add an option to easily arrow through the documents

Document Tab - List View - Add an option to easily arrow through the documents without having to open them one by one. Having to open multiple pictures one-by-one is very time consuming and not efficient for our attorneys.
Guest over 1 year ago in  2

Neos Value Colors - Total Value

Please show all credit amounts for Value in Red like it was in Needles 4 and 5. If my value code is a "credit", the amount should show in the list view in red.
Guest over 1 year ago in  0

NEOS: Either have the Summary of Exported Checks report after posting checks to QB from QBIntegrator or the ability to print from the QBIntegrator

No description provided
Guest about 3 years ago in  0 Planning to Implement

user would like the able to edit/ resize columns in report layout and save it

Currently in neos if a user resizes a few columns and clicks in to a case. When they go back to report details the layout reverts they changes they made. Along with if they drag columns to the top.
Guest about 3 years ago in General 3

Neos Advanced Search - Ability to create complex reports with complex calculations

Please add more functionality to Advanced Search. I'd like to create my own reports and not have to send requests to Assembly. We have some pretty complex needs that typically can only be met by sending a request and paying a fortune.
Guest 5 months ago in  0

Neos: Add more staff login information

Please add more information for staff logins, such as time logged in and time logged out, as well as history information (i.e., how long was John signed in on X day).
Guest over 1 year ago in  1

Add CC and BCC options to Neos Notes

It has been requested that, when sending notes as emails, as well as sending emails in general from Neos, that there be an option for CC and BCC.
Guest over 2 years ago in  0

Need ability to turn off automatic toggling of "check request" when entering payment for bills

We have found that when we enter a payment from client, insurance, whomever, the "request a check" button automatically toggles so we have to be aware and remember to uncheck it each time. I don't think it is likely many people want to request che...
Guest over 1 year ago in  1