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...
In order to efficiently manage our cases in Neos, we need the ability to change the dates that tagged emails are posted. We do not save all of our emails the day they are sent or received, and we've grown accustomed to changing the dates on Notes ...
Adding Foxit eSign as an integration would be a great addition
Foxit eSign is a great alternative to DocuSign. Our firm has used Foxit eSign for many years to send and receive electronic documents for signature. Please consider adding Foxit as an integration. Thank you!
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 ...
Currently, when you click in a note in the side panel, if you type anything, your changes are saved automatically, whether you wanted to save them or not. Also, the Activity Feed does not accurately reflect changes made to notes in this manner. Pl...
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...
Copy "Phone Call" to another case/companion case - Doesn't copy even though it says it does
Hello. We need to have the ability to copy "Phone Call" notes from one case to another. Neos currently says it copied successfully, but it did not. Apparently "Phone Call" notes cannot be copied. Please add this functionality as calls can relate t...
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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