Ideas & Enhancements

1 Vote

Neos Calendar Reminders: It seems I only get calendar reminders in Outlook, not in Neos

Please also show calendar reminders in Neos as a pop-up (for those people who may not keep Outlook open during the day).

Created 13 Apr 17:26

0
1 Vote

Bulk Value Transactions- Update the To and From in bulk

When adding a payment for multiple transactions (say attorney fees and costs) you have to update each FROM and TO for each item. This can get tedious if you have 20 costs on a case. It should be like in documents where you can click which ones and...

Created 12 Apr 22:17

0
1 Vote

Allow Client Names to Pop-up in the Calendar for scheduled events like client mtg.

Currently cannot see client names for each appointment time. Have to click into the calendar item to see who the clt is unless you include client name in the Subj line.

Created 12 Apr 14:27

0
3 Vote

Allow Child Checklist Item To Have Multiple Parents

This would allow the checklist to act more like a flowchart.

Created 15 Jan 16:53

Checklist

0
3 Vote

Export deposits as a batch deposit

Similar to "Write one check per payee", you should have the ability to "write 1 deposit" so they do not push into QuickBooks 10 times

Created 15 Jan 16:00

Accounting Integrations / Integrations

1
1 Vote

Search bar on Messages tab

I think it would be beneficial to search messages utilizing keywords. It would be nice to be able to find all the messages I received alerting me to "invoices" or "liens" - things I can search and handle in bulk.

Created 11 Apr 21:15

0
1 Vote

Upload Documents - 'Complete' box should minimize to the bottom of the screen

The successful 'Complete' box that appears when you generate a document currently minimizes to the middle/bottom portion of the screen instead of the bottom of Neos - please force the minimization to the bottom of the screen

Created 10 Apr 17:36

0
2 Vote

Emailing Documents - Attachment Type Order

Rearrange the order of the attachment types available (and label them) for selection when emailing out a document. Currently the order is - PDF - Link - As Copy. Would make the most sense to rearrange them based on preference of usage: -PDF - As C...

Created 25 Aug 21:56

0
2 Vote

Ability to add total from columns to last row in list/table.

As a user I wish to generate totals for columns in a table/list so that I can automatically generate totals in my merge templates without the need for Word Mail Merge codes.

Created 25 Aug 16:59

0
1 Vote

Create Neos triggers to use with Zapier

It would be helpful to have Neos triggers to use with Zapier Intake created/checklist marked done/ class code change / etc..

Created 07 Apr 17:26

0