Ideas & Enhancements

2 Vote

NEOS - Calendar Status on Needles Today

It would be useful to show the status of a calendar item on the Needles Today listing for it. This could be enhanced by removing anything from the Needles Today screen with a status of "Done."

Created 04 Aug 15:48

General

0
2 Vote

Cloud - Add Visual indicator showing Report has been edited from defaults

Add a visual indicator that would show that a report has been edited from the Report Editor. This would allow a firm to know when reports were missing their own custom filter setup.

Created 19 Jul 14:05

General

0
2 Vote

Neos: "Add" button available when value item is open.

Would like an "add" button pinned above the opened value item, so that we don't have to back out to list view to add a new value item.

Created 05 Jun 15:42

General

0
2 Vote

Bookmark for Office Add-in

Need to add a bookmark for office for 'Gender Pronoun' i.e.: He/She or His/Her.

Created 21 May 20:39

General

2
2 Vote

CLOUD: ability to send document straight from the document tab

The client want to be able to send document straight from the document tab. If they are able to do document send then it should be able to send documents via email as well rather than downloading it and then attaching and sending it.

Created 21 May 16:49

General

1
2 Vote

CLOUD: DTF to be created if the transaction is below $1.00

When a user enter a case expense in the value tab and they create a transaction, if the value is below $1 the toggle for cents doesnt show. The DTF toggle only shows up if the value is above $1. The user uses cents to pay stamps to USPS which is w...

Created 11 May 21:39

General

0
2 Vote

Cloud - Change Staff Code

It would be nice to be able to change the staff code after the staff has been created.

Created 01 May 17:05

General

0
2 Vote

CLOUD: add a column for template source on the document setup screen.

CLOUD: add a column for template source on the document setup screen. The user was the tempalte source to be viewable on the document setup screen so he would know if it has a file path or not. Makes it easier when he goes through the list and doe...

Created 01 May 14:26

General

0
2 Vote

CLOUD: Mass text to the client

CLOUD: Mass text to the client. The user want to be able to mass text the client information such as newletter or a thank you text short of.

Created 30 Apr 17:15

General

2
2 Vote

Cloud: Provider information

When viewing the provider card from the counsel tab, insurance tab or any list tab it shows only the first number entered in the provider card and not the multiple numbers. What if the first number is the fax number it shows the fax number which t...

Created 23 Apr 13:46

General

0