Ideas & Enhancements

1 Vote

NEOS - Address Info Box Column Modification

Ability to modify which columns are shown in the "Address Information" section. Many firms do not use the "name" or "Salutation" sections and it would be nice to be able to turn them off.

Created 26 Oct 18:35

General

0
1 Vote

Neos - Rename category and type they do not make common sense

Type in Neos = the folder in sharepoint Category = the type of item the template represents (demand, letter, etc) Tag = semi redundant of Category The names should be changed to be clear to what each refers. People using needles are not programmer...

Created 22 Oct 14:14

General

0
1 Vote

Neos - Email Docs other than PDFS

Would like to be able to e-mail any doc in the case docs tab as an attachment, not just PDFs.

Created 20 Oct 20:54

General

0
1 Vote

Text Messaging reminders for staff calendar entries

Some attorneys and office staff prefer text messaging reminders for their appointments instead of email reminders due to the abundance of emails received on a daily basis.

Created 19 Oct 20:08

General

1
1 Vote

Neos: Allow Parties to Have More Than One Role

Firms are unable to select additional for parties in cases.

Created 13 Oct 21:20

General

0
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

0
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

0
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

0