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...
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.
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...
Ability to Tag an email in OL while you are drafting - Not after it was sent
To have to take the extra step of opening our sent items and then tag from there is not conducive to a good work flow. It seems like such an unnecessary extra step. If the tagging is available while drafting, your whole process for the task of the...
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.
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 ...
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...
0
0
