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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 15 minutes 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 8 minutes 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 about 22 hours 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

Ability to Change Dates on Tagged Emails

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 ...
Guest 4 days ago in  0

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!
Guest 4 days ago in  0