Ideas & Enhancements

5 Vote

Ability to see who is requesting checks

I need to be able to see who's requesting checks in the QB Integrator. I put the check requests in order by requestor & then import to QB in that order so that they are printed in that order. It makes it easier when passing out checks to the e...

Created 20 Jan 20:25

Accounting Integrations / Integrations

0
6 Vote

E-mail Tag function in Outlook should default search by name, not e-mail.

The e-mail Tag function in outlook should default to search by name, not e-mail since the e-mail search isn't efficient. usually doesn't work and it doesn't fill in properly. Also - you have to click on "name" twice to get it it to stay on the field.

Created 03 Apr 15:53

Integrations / Search

0
7 Vote

Outlook Post and Send Note Date set as when Email was received/sent, not when posted.

Outlook Post and Send Note Date set as when Email was received/sent, not when the note was posted.

Created 24 Jun 15:32

Integrations

1
5 Vote

Neos - Templates/Documents Tab - Add ability to choose NOT to add the merged template to the Documents tab

Firm uses merge templates for Notes that don't need to necessarily be attached to the case. They would like to add the ability to choose whether to attach a merge template to the Docs tab.

Created 03 Dec 17:01

Integrations

0
5 Vote

Integrate with Kenect

We use Kenect for text messaging. Kenect offers us an easy way to get reviews, but additionally, we also love it because it is one number which our clients can text and our entire office has access to. The texts can then be assigned to individual ...

Created 19 Nov 16:42

Integrations

2
6 Vote

Texting Function from the Notes tab

Texting from the Notes Tab using a Specific Note Topic. Send Text. Client Replys and automatically Posted to the case. Cooper Hurley was using 3rd party to text using Needles 4. They did not know that Needles 5 texting uses Outlook and you have to...

Created 14 Jan 20:14

Integrations

0
5 Vote

RingCentral Integration

Please integrate with RingCentral VOIP system. See: https://developers.ringcentral.com/ and https://www.ringcentral.com/apps/ for click-to-dial, and call analytics & logging.

Created 27 Aug 17:47

Integrations

1
4 Vote

Have the DocuSign send notifications to user's when a document is sent back

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docum...

Created 18 Feb 15:18

Integrations

0
4 Vote

Having the ability to open word docs directly in the desktop app.

Law office of Dean Boyd wanted to be able to open word documents in the desktop app instead of a new tab. There is a setting in word you can set to decide how to handle hyperlinks, but it doesn't work on Neos but does work on SharePoint. This woul...

Created 09 Dec 22:03

Integrations

0
4 Vote

Neos - When Emailing a Document, Pull the Merged Name's Email Address

When emailing a document from the document's tab, firm would like the ability to auto attach the email address of the merged name in the address field

Created 03 Dec 16:59

Integrations

0