Ideas & Enhancements

2 Vote

Integrate the Paid function from Lawpay to Neos

We would love it if when the payment received from client is marked paid in lawpay it is also marked paid in Neos? THANKYOU Susan Love 720-536-4370

Created 12 Apr 14:44

0
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
4 Vote

User would like to be able to change the default email in the online accounts in a provider card

Currently in Neos, the email address in an online account that is added to a Party/Provider is marked as the default. There should be a function to make any email address online account a default like there is for address.

Created 27 Aug 20:57

0
1 Vote

change flyout list for "provider usage" to a new tab.

I am having to reconcile a provider's usage across several cases (and it's not a "replace provider" situation). I have to go back in to the provider and run the usage every time I leave to reconcile a matter file. Having the list open in a new tab...

Created 01 Feb 14:47

0
5 Vote

NEOS - Search Preview Isn't Showing Full Address

The preview pane the pops out of the right side of the search window when you click on someone doesn't show the full address in the "Address" section. It only shows address line one.

Created 26 Oct 19:37

General

1
5 Vote

NEOS - Select All Option on List Tabs

At the moment, there is no way to quickly select everything on a list tab to apply bulk actions too. A select all feature would be nice.

Created 26 Oct 18:39

General

0
5 Vote

NEOS - Modify the Size of Sections on Needles Today

Currently no ability to modify the sections that exist on Needles Today or what size they are. In Needles 4 and 5 you could turn on and off the Calendar or Checklist Summary sections.

Created 26 Oct 18:27

General

1
2 Vote

Make due dates changeable on Invoices

Right now the invoices all default to 30 days for payment. The Aviation Division in our firm would prefer they pay as soon as possible so when the proper documents arrive there is no delay in reviewing them. If that is not possible maybe there is ...

Created 07 Apr 13:24

0
5 Vote

Calendar - make the appointment the full color of type

The super small color circle next to the appointment name is not very useful. Please make the entire appointment box the color of the appointment type like in Needles 5.

Created 22 Oct 13:59

General

0
2 Vote

Pin the Header/Banner Open

We used to be able to see all of the information in the case banner. Now you have to click on the drop down icon to see that information. We would like the ability to keep that pinned opened.

Created 05 Apr 15:26

0