Ideas & Enhancements

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

Aux Checklist - Ability to change Aux selected.

Since the Auxiliary checklist pulls in the header, need a quick way to change the Aux provided. We've had to change tiers on some lit cases and when the corrected tier checklist gets added, it shows both checklist names in the header. Need a way t...

Created 27 May 17:59

0
3 Vote

Hyperlinks - Bills and Records from Records Request and Liens from Value Tab

Ability to have the entries in the records request tab hyperlink to the bill and record. Could still pull from case docs, but avoids having to toggle back and forth. Same with the Value Tab. If lien is selected, we should be able to click the lien...

Created 27 May 17:54

0
3 Vote

Quick Access Fields

Allow for the pinning of fields from the case to allow for quick access. e.g., claim no, attorney, case, number etc. Allow users to choose fields.

Created 27 May 16:53

0
3 Vote

Ability for new note entry to have the option to open in a new window (so historic case data or notes can still be visible)

No description provided

Created 25 May 20:33

0
3 Vote

Ability to mark document templates as a favorite

No description provided

Created 25 May 20:28

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