Ideas & Enhancements
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9
Vote
Drag and Drop into Browse Documents
The functionality is already there; just need to add option to choose case name. Will enable us to move files into Neos much quicker!
Created 01 Apr 15:37
1
25
Vote
Have the provider address show in the value screen instead of having to go into the provider tab.
Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.
Created 02 Feb 20:22
1
3
Vote
Please add "Case Name" to Column Options for Companion Cases
Please add an option to allow users to add new columns in the companion cases list or specifically add the Case Name column to the list of options.
Created 22 Apr 12:53
0
45
Vote
Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"
Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run the...
Created 17 Nov 19:57
6
2
Vote
Check box for value item to show it was confirmed or reduced
This will allow for ease to know whether the amount was confirmed or reduced without having to click into the item itself.
Created 25 Apr 22:04
0
4
Vote
Ability to move/rearrange case tabs when several are open.
It would be extremely helpful to be able to move tabs around when several cases are open. Just as when you are on an internet browser and are able to rearrange tabs at the top of the page, being able to rearrange client case tabs would be very hel...
Created 17 Apr 13:13
0
11
Vote
Replies to email auto tagged, and sent from Neos not OL
When replying to an email from Neos, it should reply from the system, enabling the user to be able to send documents from the case and auto-tagging the email to the case at the same time
Created 18 Mar 18:47
3
7
Vote
Be able to select provider address where client treated in each case
It would help with multiple providers and incorrect providers being entered if we could make one contact card and select the location client was seen for in each individual case, or be able to change the default address on a case by case basis ins...
Created 03 Apr 13:38
0
35
Vote
Color coordinate events in Neos Calendar
I would like to color coordinate/categorize events in the calendar just like in Outlook.
Created 28 Nov 15:20
4
2
Vote
On the value screen, the DTF shows up even when the check has NOT been cut yet
The request to have the value tab mark transactions to be marked "DTF" after the check has been cut within QuickBooks.
Created 24 Apr 20:22
0
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