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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

Custom message inbox folders

Add ability to create custom named inbox folders in your message inbox for easy saving and organization of messages
Guest over 1 year ago in  0

Reduce unnecessary white space in Note header fields

The Notes tab currently has an excessive amount of white space between the header fields and their labels on the Notes themselves, as seen in the attached screenshot. For users with visual handicaps or disabilities, it can be incredibly difficult ...
Guest almost 2 years ago in  0

Ability to Tag Neos Case in Outlook Calendar Appointment from a Shared Calendar

We need to the option to tag a case when creating an appointment in Outlook Calendar for a shared calendar we have editing rights to. Currently, we can only tag a case in Outlook if it is in our calendar and not a shared calendar. If we create the...
Guest over 3 years ago in General 1

Settlement Calculator

Allow the Settlement Calculator to pro rate the settlement amount. Some states allow settlement to be split 3 ways. This would eliminate staff having to calculate the amounts.
Guest almost 2 years ago in  2

Duplication Check when Adding Cases via + New Party

My team has entered several duplicate cases because the duplication notification is only activate when you search for the name under "Select a Contact", not when you go straight to + New Party. When you choose + New Party, it should still run a du...
Guest almost 2 years ago in  0

Ability to duplicate more than one document at a time (Document Tab)

There are times we will need to copy multiple documents at one time. Currently there is only the ability to duplicate one document at a time and will be extremely time consuming for our Firm to have to duplicate one-by-one.
Guest over 1 year ago in  0

Copy Permission Groups from 1 group to another

It would be easier if you can copy permission groups from 1 group to another instead of having to start from scratch each time.
Guest over 2 years ago in  0

Templates for PDF more complicated than needed. You have to download pdf to make changes instead of change it on fly

In Settings Templates Viewer is not accurate until it updates sometime hours or a day. why not have the ability Template source and browse to CloudDocs Preview with yellow and green fields is too small Fields do not match merge field Very time con...
Guest over 1 year ago in  0

Move cancelled all-day appointments to the bottom of the list

No description provided
Guest 9 months ago in  0