Ideas & Enhancements

1 Vote

Allow us to add a Client Contact Preference to top of case or party tab. Right now it can only go somewhere at the bottom. In this digital age, would be great for a remember to know immediately how a client prefers to be contacted without looking all over. (Email, Call, Text)

No description provided

Created 04 May 13:18

0
1 Vote

NEOS tech or managers respond to ideas with 1) Yes we are working on it. Should be available in 3 months; 2) it is cannot happen because .......... 3) Great idea, we will look at it and see if we have the resources to change or add that option and get back to you in a year

No description provided

Created 04 May 13:01

0
1 Vote

Be able to send a message from the client note tab to a team member and post to the file instead of having to go to the message tab and doing from there. It is an extra step and a waste of valuable time. You then have to look at the client’s tab above to type in the client’s case number you are referring to. Let’s get this solved.

No description provided

Created 04 May 12:57

0
1 Vote

Neos: Add the ability to copy/paste a selection in the Paid By/Paid To fields in "Add Multiple Transactions" window.

No description provided

Created 26 Apr 14:16

0
1 Vote

NEOS: Add Case Type as a column in the QBIntegrator

No description provided

Created 25 Apr 21:11

0
1 Vote

Restrict Permissions on Case Open Date

It would be nice if I could block staff from changing the case open date. If they change the open date to hide how long they've had a file in their possession, it effects my life on desk reports.

Created 14 Apr 21:10

General

0
1 Vote

Have a column on the checklist to display staff position

The ability to see what staff position each user is in would be highly beneficial to break up job functions

Created 14 Apr 20:46

Checklist

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1 Vote

Deactivating checklist in cases

It would be useful if we could deactivate checklist in specific cases instead of in the case type

Created 14 Apr 20:02

Checklist

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1 Vote

Office Location Columns for Reports

Columns that show the office location cases are assigned to would help larger firms with multiple offices keep track of things.

Created 14 Apr 14:05

Auditing

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1 Vote

Where did you hear about us should be on the intake and carry over to the case

Where did you hear about us should be on the intake and carry over to the case

Created 06 Apr 15:33

Integrations

0