Ideas & Enhancements

2 Vote

Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order

Created 26 Feb 21:39

General

0 Already exists
2 Vote

CSV import of time entries

We would like to be able to import time entries from a CSV file into NEOS to go to each matter.

Created 25 Feb 16:42

General

0
2 Vote

User would like to be able to deleted inactive items from mini directories

On tagging events she says that they still come up the inactive items. She would like to have the able to delete them from the system

Created 24 Feb 21:28

General

0
2 Vote

Mandatory Field Options

It would be great if we could mandate certain fields to be filled in. For data integrity and report purposes, we need certain fields to always be filled in on all case types and often f/u monthly to update these fields. If they were mandatory this...

Created 22 Feb 19:19

General

0
2 Vote

In the 'Cases for Party' Option - Add Date of Incident

When clicking Cases for Party - it would be great if DOI was added to the list of cases

Created 18 Feb 15:40

General

1
2 Vote

When changing Case Type drop down in intake, don't erase all entered data

If you enter information on a new intake or change information such as addresses for a previous caller in the system, Neos often erases any entered data when the "case type" drop down is chosen or entered. Yes, it is best to get the case type befo...

Created 10 Feb 22:23

General

0
2 Vote

Neos - Ability to update status on calendar invites from outside sources

It would be nice to be able to update the status of a calendar invite that came from an outside source, such as a Teams meeting or an invite from a third party that is not activated in Neos.

Created 08 Feb 19:42

General

0
2 Vote

Dashboards - Add Option to exclude Dormant Cases from Checklist Dashboards

Add the option to exclude dormant cases from checklist specific dashboards - currently the dashboards will pull checklist items for dormant cases

Created 08 Feb 16:40

General

0
2 Vote

Make the standard "How did you hear about us?" field editable and reportable

Currently, the "How did you hear about us?" field under General Information in the Case tab on all cases cannot be edited or pulled into a report in any way. This field should be a mini directory that can be edited - perhaps under the Mini Directo...

Created 04 Feb 16:04

General

1
2 Vote

Neos FirmSession.FirmLogo tag image is too small

Regardless of the size imported into the Firm Logo image upload field, the resulting tag image in generated documents is too small, and it also loses resolution if dragged to fit the width of a page. Lovett Law Firm updates their letterhead almost...

Created 29 Jan 19:33

General

1