Ideas & Enhancements

1 Vote

Customization Links

Admins should have a link appearing on any customizable field that takes them to the setting that allows them to customize the field (example: case info field). This would be more intuitive and efficient instead of clicking around in the endless "...

Created 28 Feb 21:27

0
1 Vote

Logging out when browser closed

Develop an add-in for supported browsers that log the program out when the browser is closed.

Created 28 Feb 21:24

0
1 Vote

change the name of docs while creating

when generating documents allow to change the name of the newly created document when filling in the template

Created 28 Feb 14:28

0
1 Vote

text messages incoming

when saved are txt files instead of posting to notes tab

Created 28 Feb 14:25

0
1 Vote

enter a doctor appointment and tie to records tab

Enter a doc appointment into case calendar and then check a box and it adds to records tab

Created 28 Feb 14:24

0
1 Vote

move reports between catagories

Be able to rearrange reports and make single reports available to people not just a heading permission setting (more like Needles 5)

Created 28 Feb 14:21

0
2 Vote

Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order

Created 26 Feb 21:39

General

0 Already exists
2 Vote

CSV import of time entries

We would like to be able to import time entries from a CSV file into NEOS to go to each matter.

Created 25 Feb 16:42

General

0
2 Vote

Neos - QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

Created 25 Feb 14:49

Accounting Integrations / Integrations

0
1 Vote

Mass Update User Defined Fields

Would like the abiity to mass update user defined fields in the case tab. Used to be able to mass update user defined fields in Needles 4.

Created 25 Feb 07:08

0