Ideas & Enhancements

3 Vote

Invoice

Display description or invoice or an option to display as well as Firm's Logo

Created 17 Nov 17:29

1
3 Vote

Need Client Email Column in Reports

GOAL: I want a report that shows my prospect's email addresses. PROBLEM: The Intake First Party Export report indicates it will: "Displays the default address and email addresses for intakes within the selected criteria for export to csv file....

Created 17 Nov 15:00

0
3 Vote

Organize the documents in each folder by date received

It will help see the new documents received right away and show order in which they were received from all entities. This will help CA's, Attorneys, Assistants, Secretaries, Medical Records, and Liens. Thank you!

Created 17 Nov 00:00

0
5 Vote

Adding Values In Neos Value Entry Screen

There should be an option when you're adding values to be able to add from the value entry screen instead of having to exit out of the entry each time.

Created 13 Jul 18:13

0
3 Vote

As in the Correspondence document type, need columns for To/From/CC/BC in Email document type

This would help show who email is sent to/received from without opening email itself and/or having to modify title of document with details about the email (i.e. who it was sent to, who it's from, etc.)

Created 16 Nov 23:40

0
2 Vote

Neos Calendar - Default Settings for 'Status' and 'Show As'

Allow Status and Show As to be defaulted by user or firm - also have 'Show As' display when viewing the calendar in Neos

Created 20 Jul 20:41

1
3 Vote

PDF editor; Fields not able to auto fill from other fields.

In adobe if you have two fields that need to pull the same information you are able to name the fields the same thing and when you type into the first field it will pull into the second field automatically. For example if I name Field 1 "Test" and...

Created 15 Nov 19:41

0
1 Vote

Quickbooks Online Default Accounts

Ability to set default Checking Account and Default QB Expense account for Value Tab transactions

Created 22 Mar 18:33

0
1 Vote

Automatically update next communication according to set parameters of days

No description provided

Created 22 Mar 14:30

0
5 Vote

Lists from Word Add-in should have an option to include totals

The Neos add-in for word should allow you to create an extra row at the end to calculate the total of specified columns when making lists.

Created 02 Jul 19:09

0