The entry ID in the Insurance tab should be hidden from Advanced search criteria as the IDs can duplicate after copying to another case.
Entry IDs, though not unique, can sometimes be duplicated in the Insurance tab of a case if they've been copied from one case to another. While not consistent, any duplicates will be confusing when used as a search criteria in Advanced search. Rem...
When emailing from Notes Tab, Neos presently provide the option to send to parties and counsel listed in the case. I would like the ability to be able to click individuals within my organization as well, especially, the assigned staff. It would al...
after you create time entry from the create option on top and save entry, Neos opens the case with auto timer when I do not check the button "Auto start another timer for this case." I would prefer to create time entry and not open any case when u...
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 ...
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...
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...
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