Ideas & Enhancements

2 Vote

Dashboard - Add ability to double click to jump to case

Add ability to double click to jump to case

Created 08 Apr 19:47

General

0
2 Vote

Export Mini-Directory Data to CSV/PDF

It would be an extremely useful feature to be able to port the data, and options that are made in a mini-directory to a CSV file, or PDF. There are moments in time where different staff need to be aware of what categories are needed to be used on ...

Created 07 Apr 17:41

General

0
2 Vote

Neos - Add ability to have instructional text on tabs

In N4/N5 users could add instructional text to tabs in the tab set up - this would be to provide instructions to staff on how to enter data on the screen. The text would display above or below actual data entry fields.

Created 30 Mar 17:41

General

0
3 Vote

Able to type staff initials in when creating appointments

Firm would like to be able to type in the initials of the staff members when creating a multi-staff appointment instead of having to use the drop down and select each name individually

Created 29 May 19:36

General

0
2 Vote

Alternate AKA's

It would be great if you could add multiple AKA's. It's not uncommon for people to marry multiple times and/or to have really long names, or hyphenated names. Allowing for multiple AKAs would allow for better client tracking and less erroneous ent...

Created 24 Mar 16:00

General

0
2 Vote

Bold Face Categories

It would be great if we could bold face the subcategories in each Tab so they stand out as you're scrolling through the page.

Created 24 Mar 15:58

General

0
2 Vote

Value Tab

Please add a column where we can select "Paid By" to be included in the viewing option

Created 22 Mar 19:26

General

0
2 Vote

Bulk change of Document Type on Case Docs Tab

Currently we can drag & drop/upload multiple files and bulk set the Document Type which is awesome. It would be nice to be able to bulk change the Document Type after the item is already uploaded. For example someone mistakenly uploads multipl...

Created 20 Mar 18:54

General

2
2 Vote

The option to copy the memo from a Case Expense item to DTF

Would like the option to copy the Memo from a case expense item to a due to firm item within Neos

Created 17 Mar 19:36

General

1
2 Vote

Add phone number field to General Information that appears when you search for a party

Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.

Created 17 Mar 17:22

General / Search

0