Ideas & Enhancements
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4
Vote
Party Tools Ribbon - Cases for Party should be an option on the Party Tools Ribbon
Currently, you can only find Cases for Party on the Case ribbon. It is not intuitive to look on the Case ribbon when you are on the Party tab.
Created 10 Apr 22:44
0
4
Vote
Adding a Checklist Item to a Case Checklist Goes to the Bottom of the Checklist
No description provided
Created 10 Apr 21:22
1
4
Vote
Calendar Event Bubble Display Includes Event
on calendar, please put the note or part of the note as visible when you hover over the calendar item so we can quickly see what a meeting is about without the need to open each calendar item.
Created 10 Apr 16:59
0
4
Vote
Create a Message For Case directly from the Search Engine
Create a Message For Case directly from the Search Engine (Similar to the Add Note button on the Search Ribbon.)
Created 10 Apr 16:53
0
4
Vote
Make Type of Feedback required on Needles 5 Feedback form
1. Make "Type of Feedback" required - states that he often forgets to make a selection 2. Give the ability to attach images/screenshots - since he cannot attach these it requires additional emails to get them to us.
Created 10 Apr 16:49
0
4
Vote
Multiple tabs in the same case visible on the desktop at the same time
No description provided
Created 10 Apr 16:45
1
2
Vote
Neos - Setting Default Credit/Debit Accounts
Users would like to be able to set a default credit/debit account for the firm or per user to be used when requesting checks and deposits in the value tab.
Created 29 Dec 19:04
0
1
Vote
We want to be able to add custom phone number types
We want to be able to add "preferred" as a phone number type so we can indicate that is the best number to each the client or provider
Created 09 May 16:02
0
1
Vote
Status letters to generate and open automatically within the client's email
Status letters to generate and open automatically within the client's email
Created 08 May 15:25
0
3
Vote
Cloud user would like to add a sign out prompt when close out of neos.
Cloud user would like to add a sign out prompt when close out of neos. They want to make sure everyone is signing out when new updates/ builds are pushed. Are you sure you want to sign out when click x on the browser view
Created 06 Aug 15:59
General
0
Unlikely to implement
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