Ideas & Enhancements

1 Vote

Add Additional details to complete QuickBooks SDK Integration

Currently, a user is prompted to activate the QuickBooks Integration. Many customers would believe that was all that was necessary for the integration. We should add a suggested text, to follow the steps outlined in the QuickBooks Integration inst...

Created 01 Oct 22:14

Accounting Integrations / General

0
1 Vote

Neos - Add Filter Row to all Drop Downs

Add a filter bar to all dropdowns in the system (standard and user defined fields) This makes it easier to find the option you are looking for if the list is very long. One place this is available is when choosing a case type in Intakes - this is ...

Created 01 Oct 16:40

General

0
1 Vote

Cloud Settings - Integrations listing should be in alphabetic order

The list of available integrations should be in alphabetic order until there are multiple options for the same type of services and then it should be in order by category.

Created 29 Sep 11:24

Integrations

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1 Vote

Neos - Browse Cases - Add ability to filter for Alt Case # and Case Name

Neos - Browse Cases - Add ability to filter for Alt Case # and Case Name

Created 15 Sep 19:03

General

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1 Vote

Add ability to import/export cases/names in Neos

Add the ability to import/export cases/names in Neos

Created 14 Sep 12:31

Integrations

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1 Vote

NEOS: increase the number of characters for the note box in the case calendar tab

Need to increase the character of the note box in the case calendar tab. Currently its a 1,000 character limit. It should be atleast 2,500. The user's use the function to add zoom link and zoom information. The user gets restricted to only add the...

Created 17 Aug 19:13

General

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1 Vote

Document Tab - Import Documents. Type field should be completed automatically based on the name of the folder the documents are being imported from

Ashenden & Associates - Document tab - Import Documents. If they are importing the contents of a folder, the TYPE field should be populated with the name of the folder automatically. If we cannot do this, the manual process of updating the TYP...

Created 30 Jul 21:40

0
1 Vote

Messages layout change

Re/Client - should be included in the top section, especially since it is not possible to send a message from a case and have the case name automatically fill in. The new message layout is an improvement and minimizes the clutter, however, the mos...

Created 20 Jul 14:56

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1 Vote

Able to save the change data prompt.

When entering data and not hitting save and then going to another tab it ask if you want to move on without saving the data; if we select yes it should save the data and move on to the next screen but no it comes back to the existing screen and yo...

Created 06 Jul 14:45

General

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1 Vote

Providing a means for customers to pay your billing online.

Typically, online payment systems take far less of my time than the paper chase of paper bills demanding paper checks. I'm sending this from my wife's hospital room. If I could pay on line, I'd happily do so. Unfortunately, I don't seem to have th...

Created 30 Jun 21:35

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