Ideas & Enhancements

2 Vote

Ability to Accept Payments

Currently we use podium to communicate via text for the sole purpose of allowing clients to make payments directly into our bank account without the necessity of fees and charges for a credit card service

Created 08 Feb 19:16

0
2 Vote

Post Client Costs with using quickbooks online

It would be nice to post client costs to each case without QuickBooks online.

Created 08 Feb 14:51

0
2 Vote

Communication Center>Texting - Add an option to search the Last Reply field (text content)

No description provided

Created 06 Feb 17:51

0
4 Vote

Neos user defined case tabs - display more contact/provider fields in addition to address and phone number

Any tab where you have a contact/provider Name lookup field, the linked provider only shows the person's name, address, phone, email and AKA. We'd like more info from that provider to be visible from the case. Example: We have a List/Entry tab for...

Created 21 Apr 17:52

0
9 Vote

Neos: Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day

Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day EX: You save a report with a filter for the past month and it specifically defines a start/end day 30 days to current day. It w...

Created 22 Apr 21:46

General

0
7 Vote

Open Calendar Item on Double Click

Why do I have to hit the pencil button instead of the calendar item just opening on double click like all other windows-based programs? It is unnecessary and inefficent.

Created 07 Feb 17:59

1
10 Vote

Ability to Tag Neos Case in Outlook Calendar Appointment from a Shared Calendar

We need to the option to tag a case when creating an appointment in Outlook Calendar for a shared calendar we have editing rights to. Currently, we can only tag a case in Outlook if it is in our calendar and not a shared calendar. If we create the...

Created 25 Nov 17:31

General

1
11 Vote

Integrator should total up all selected checks before we sent to QB

It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.

Created 01 Jul 15:37

Accounting Integrations / Integrations

2 Already exists
4 Vote

When entering scheduling order and/or when items are triggered to a subtask by way of the Auxillary Checklist

Recently when entering the scheduling orders, the items require that I click "done" twice before I am even able to enter a date, and when refreshing the checklist, I have reminder items that correspond with a deadline. When I enter dates in the pa...

Created 18 Apr 21:31

1
4 Vote

Add ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...

Created 18 Apr 13:18

0