Ideas & Enhancements

7 Vote

Neos Settlement Memos - Add Settlement Note to All Items on SM

There is a Settlement Memo Note field in the Value tab, please add it back to all items on the Standard settlement memos

Created 03 Feb 16:28

General

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7 Vote

Add Action from case note: Copy note into new message

Currently, we can do action - e-mail note, to copy that whole note into an e-mail (although it's clunky bc it opens up outlook 365 etc. etc.). . . how about an action to "Copy note into new message" - so that the whole note can be copied right int...

Created 02 Feb 16:28

Messages

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7 Vote

Neos - Rename 'Add Message' to 'Send Message'

When clicking the plus sign in the left band, it would be more intuitive if the 'Add Message' button read 'Send Message' - especially given the new message screen reads 'Send New Message'

Created 02 Feb 13:09

Messages

1
5 Vote

Copy/ paste with formatting

Currently if you copy a phone number from Neos it stores with out a specific format. Users would like to be able to copy and paste with formatting. For example: Currently it is doing the following, when you copy a phone number from party tab or pr...

Created 02 Mar 16:19

0
3 Vote

Change Permissions to Closed Files

Once a file is marked closed, the user should be allowed to view information but not modify information for a closed file. This would allow us to prevent folders being created in CaseFiles for files we have to archive to another location for data ...

Created 05 Apr 17:08

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3 Vote

Quickbooks Integrator - Additional Party/Provider/Name Import Fields

Hello, before moving to NEOs, our Accounting department utilized more fields for its Party/Providers in Needles than what the current Quickbooks Integrator tool is capable of, and it is slowing down their workflows for new parties they have to imp...

Created 03 Apr 19:51

0
7 Vote

Excel - allowing for the use of excel within the program to include tags

This will assist firms in being able to document code their very own settlement statements or other documents that require calculations with a total

Created 21 Jan 19:23

Document Generation / Integrations

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5 Vote

Intake Pro Automation Triggers Should Have Multiple Actions

I would like it if the automations in Intake Pro can have multiple actions to the same trigger. Like when the checklist item is set to Done, have it send both an email and a text to the client instead of only one or the other.

Created 25 Feb 15:59

0
4 Vote

Tabbing through fields should move left to right, not top to bottom

When you enter data in a field and select tab, it should tab to the next field to the right, not to the field below. Needles 5 tabs left to right.

Created 12 Sep 17:10

0
6 Vote

Neos: Staff Directory should have option to differentiate between My Profile and Others Profiles

To lockdown what's visible in Staff Directory, it is not uncommon to restrict full access to users. However, certain things are linked with the Staff Directory Enabled permission. With this being said, it would be nice to implement the ability to ...

Created 06 Aug 19:27

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