Ideas & Enhancements
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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...
Guest 1 day ago in  0

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.
Guest 1 day ago in  0

Text Icon next to phone number Needs to be larger

It is very easy to overlook this icon when looking through the party tab.
Guest 1 day ago in  0

Neos: Tracking Edits to Notes on Activity Feed

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...
Guest about 4 hours ago in  0

Neos: Checklist Modifications

Please allow us to select specific checklist items to lock down or limit who has access to mark them as done.
Guest about 4 hours ago in  0

Neos: Allow more than 2 columns to the tab layout.

Currently, with only having 2 columns, the tabs become very lengthy. We should have the option to have 3 or 4 columns of fields assuming the length of the fields permit. Our tabs are much too cumbersome and long.
Guest 1 day ago in  0

Synopsis screen during search

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 ...
Guest 3 months ago in  5

Simplify disbursement payout process

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...
Guest 26 days ago in  1
133 VOTE

Add The Ability to Group Value Codes

Add back the ability to group value items together on the value tab by value codes. This got removed in the 2023 Q3 Neos release.
Guest 7 months ago in  61

Note Side Panel - Add SAVE button

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...
Guest 7 days ago in  1