There should be a way to globally file text attachments (photos) into a client neos file when we receive a text from client. We just received a text from a client with 12 photos and we have to click on each one to file it into clients file. There ...
Provider name does go to memo lines in QB when sending over deposits from Integrator
When sending over deposits from the Integrator the provider's name does not populate in the memo lines in QB any longer. It used to send over flawlessly until Neos ran and update and now the client's name goes over to the memo lines rather than th...
Ability to add a Checklist Item (TODO) within Notes or Documents
When a follow up is needed on an email or document, it would be helpful to have the option of adding a TODO checklist item from that email or document. Add that option in the Bulk Actions.
Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...
Neos: Make viewing images easier. Add ability to arrow through images
It would be much easier to see images and have an arrow to scroll through all images in a case. Currently, you have to view each image one by one, and it is extremely time consuming.
One button that allows you to issue checks for all due items including the attorney fee, DTF items, remaining expenses, and the client's check. This would be more efficient than selecting the value codes and creating transactions then combining li...
It would be nice to show additions and deletions of notes in the Activity Feed. Similar to when a class code is changed, the activity feed will show the original note with a strike through, and the new class code. This will allow us to better trac...
Firms would like to be able to make the case panes in search customizable similar to case header. This would help toggle cases seamlessly when a client has several cases with the firm. In particular, we would like to be able to be able to see the ...
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