Ideas & Enhancements

6 Vote

Notes can quick fill, similar to texting

NEEDLES MESSAGES REQUEST: We have an idea that could apply to the notes messages. I see the quick fill items that are available for texting. Can we make a quick fill feature for notes

Created 31 May 14:06

General

0
1 Vote

Merging documents using PDF editor in Neos also add typewriter tool

Add 'browse filter feature' in PDF editor in Neos to add document to PDF that you are editing by case + case folder + category. Currently there are no filter feature. When you go to add document to PDF using Neos PDF editor it pulls up the entire ...

Created 14 Mar 18:22

0
1 Vote

Add option to stop the customer job column from filling in when posting a check to QB from the Neos Integrator

Add the ability to stop the customer job column from auto filling when posting a check.

Created 14 Mar 14:46

0
2 Vote

Neos Premium Texting SMS templates right from the texting screen

With the Neos Premium Texting SMS we should have the ability to merge SMS templates right from the texting screen instead of having to create an checklist Automation in order to use it with all of the merging capabilities.

Created 29 Mar 20:13

0
2 Vote

Zapier Integration Should Identify Names Already in the System

It would be great if Zapier entered leads could identify parties already entered into the system. We spent a lot of time deleting duplicates.

Created 29 Mar 18:17

0
1 Vote

Fix space issue in documents when a client does not have a middle name

When creating documents there is a space between first and last name, if the client does not have a middle name. Is it possible to create a box you can click so if the client does not have a middle name it will be spaced evenly when creating docum...

Created 13 Mar 20:51

0
1 Vote

Unable to edit text fields of a received scanned PDF document using PDF Editor.

Currently we are unable to in line edit text in scanned PDF's. Very frequently law firms get scanned PDFs from different sources that from time to time need to be edited but currently PDF editor is unable to this. Would be massively helpful to be ...

Created 13 Mar 19:53

0
1 Vote

Ability to Bulk Delete from Advanced Searches

You can bulk delete from everywhere else except Advanced Searches. I have had to individually delete over 2,000 items and it is very annoying and EXTREMELY TIME CONSUMING. I do not understand why Bulk Deleting isn't an option in Advanced Searches.

Created 13 Mar 15:47

0
2 Vote

Doc Gen - Auto File Name

Since the last release, when generating a document and selecting multiple recipients, NEOS auto adds the client name to the file name. It should add the provider name instead or at least remove the client name. It's already auto saving to the clie...

Created 27 Mar 17:51

0
3 Vote

Dormant - Marking Case as Dormant

Browse Cases - there should be a way to remove the cases marked as dormant from an open status so they do not appear on the open case list. Instead it requires you to mark the dormant to see only “dormant” cases separate. You should be able to see...

Created 08 Apr 18:28

0