Ideas & Enhancements

8 Vote

NEOS: Either have the Summary of Exported Checks report after posting checks to QB from QBIntegrator or the ability to print from the QBIntegrator

No description provided

Created 25 Apr 20:45

0 Planning to Implement
1 Vote

Modify the Default Setting for Case Names || Sync Case Name Changes with Sharepoint

Currently, new cases receive a default naming convention of [Party Name] - [Neos Case #] which populates in Sharepoint on the back-end. However, in our situation this default convention is not ideal and we have a custom case naming protocol we pre...

Created 13 Jun 19:53

0
1 Vote

When downloading into Sharepoint it should flow to Neos without having to sync

Sync sometimes works and sometimes does not. Picture photos should not need to be downloaded first to view.

Created 13 Jun 15:38

0
8 Vote

user would like the able to edit/ resize columns in report layout and save it

Currently in neos if a user resizes a few columns and clicks in to a case. When they go back to report details the layout reverts they changes they made. Along with if they drag columns to the top.

Created 20 Apr 17:19

General

3
3 Vote

Receive notifications when a task is assigned and completed and have the ability to mark it priority

No description provided

Created 19 Jul 14:11

0
10 Vote

Cloud - Populate check number in Neos and case number/customer name on check memo

In previous versions of Needles, when processing a check in QuickBooks the memo section would populate with the case number/customer name. QuickBooks would also push back to Needles to update the memo line in the value item with the check #.

Created 22 May 13:42

Accounting Integrations / Integrations

2 Already exists
8 Vote

Dashboard: Future Date Range

It would be great if the dashboards could look at a future date range. For example 3 months out, 30 days out. This is a great way to help filter cases that need to go into suit, upcoming trials, etc.

Created 14 Apr 21:15

General

0 In Development
2 Vote

Select specific value items and create new value items while in the settlement calculator window.

The settlement calculator is missing two features that could improve it: -Select which items are being calculated.-Create new value items from that menu instead of being forced to close out of the calculator, create it, and then return. If there a...

Created 29 Dec 21:26

1
9 Vote

NEOS - Distinction in Search between Party and Provider

At a glance there is no distinction between a party and a provider when searching. You have to click on each one to get any information on the name.

Created 26 Oct 18:32

General / Search

1
4 Vote

Email Intake

Is it possible to send a link to a potential client to input intake information?

Created 30 Jan 19:47

0