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Two factor Authentication 7 day do not ask

pop up to make a check request or not. You would not make a check request if you are adj for health ins payment.
Guest about 5 hours ago in  0

Needles checklist items integrate with or import to the Tasks by Planner and ToDo in Microsoft Teams

Microsoft Teams' Tasks by Planner and To Do has an impressive ability for tracking the progress of tasks and for following up on overdue tasks assigned as well as sorting/reassigning priority among tasks. Having Neos automatically send checklist i...
Guest about 10 hours ago in  0

Dashboard Grouping and Calculation: If I create a dashboard and group on a column, I am not given the option to add sum or total to a column.

When you view the query, the total is given on the right side of the report, but when you export the report the total is not included in the export.
Guest 4 days ago in  0

Notifications when a todo item is assigned or completed

It would be useful to be notified when a todo item is assigned to me or when it is completed.
Guest 5 days ago in  0

Abiltiy to Store Video Files in Neos

Add abitliy to drag and drop video files into case.
Guest 5 days ago in  0

Solved - Allow Bulk Action to Change Document Type

This function is available in the Edit page of Bulk actions. We have hundreds of documents that have the incorrect Type as a result of the file migration from TW. Currently, I have to open each one, and re-select the Type. Can you allow to check-s...
Guest 5 days ago in  0

Auto Populate Doc Type when Adding Doc to Sub-Folder

If I am in a sub-folder of Documents (Type), and I drag a file while there, have it default automatically to that sub-folder type (i.e. Correspondence, Discovery, etc.) to avoid the step of having to select from the type pick-list.
Guest 5 days ago in  0

Add ability to sort by multiple columns at once in checklist

We would like the ability to sort by multiple columns at once in the checklist - for instance, sort by Assigned and then a secondary sort for Due Date. The filters are great, but sometimes you need to see the entirety of what is due for everyone i...
Guest 5 days ago in  0

Excel Templates

We have several documents we use often that are in excel (ie, calculations of deadlines based on the trial date, etc.) that we would really like to have as templates in Neos.
Guest 6 days ago in  0

QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field

When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...
Guest 6 days ago in  0