Ideas & Enhancements

5 Vote

Drop Down on Search box showing last Searches

Drop Down on Search box showing last Searches - I frequently need to search for the same term a few times in a short period (ie working on something, a call comes in and I need to search for the call, then go back to what I was doing). It would be...

Created 23 Apr 14:36

General / Search

2
4 Vote

Search fields default to “contains” at all times and in all places

Search fields default to “contains” at all times and in all places

Created 02 Jun 21:02

General / Search

0
2 Vote

Roll due dates or reminders away from weekends or holidays

It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...

Created 28 Aug 22:23

0
2 Vote

Bulk update value code in Time tab

It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...

Created 28 Aug 22:23

0
3 Vote

Enlarge prompt box for converting intake

When converting an intake to a case, especially when there's a lot of inquiries, sometimes the scroll bar or save button doesn't appear. Making this prompt box larger might fix this issue.

Created 13 Jul 21:29

0
2 Vote

add the Ideas & Enhancements as part of the Service Portal / Support Portal

I had to ask a few people to get access to the Ideas & Enhancements and feel like it should just be a button on the Service Portal / Support Portal to promote ideas from more people.

Created 25 Aug 20:11

2
2 Vote

Allow document coding to be read if it is inside a text box.

Some people have been trying to make custom documents by uploading PDFs to word docs as watermarks, then trying to put info from neos in custom places. However the only way to format the text to line up reliably is to place text boxes and Neos doe...

Created 25 Aug 15:48

2
2 Vote

Quickbooks Transactions Should be Bi-Directional

Changes to values in Quickbooks should be reflected in Neos after checks are exported from Neos into Quickbooks.

Created 25 Aug 13:00

Accounting Integrations

0
5 Vote

Add Ability to Modify the Status of a Calendar Item Without Opening It

Have the ability to Right-Click and change the status of a calendar appointment without having to open up the appointment

Created 10 Apr 21:21

1
5 Vote

Merge Parameters to include Value Subtotals

No description provided

Created 10 Apr 16:43

0