Ideas & Enhancements

3 Vote

Marked VOIDED invoice as such on main invoice page

On main invoice page, it would be helpful to see which invoice was marked VOIDED right on that main page without having to click on each invoice

Created 08 Aug 16:54

0
18 Vote

Allow more staff assignments in Intake

We have more than one intake member assigned to the checklist items. In the current intake you only have the primary staff and no one else. We have an intake lead that has checklist items but she cannot do anything until it is made into a case bec...

Created 11 Aug 17:58

3
5 Vote

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.

Created 14 Mar 13:33

3
7 Vote

Mass Update All Cases to Add ALLUSERS and TYPISTS Emails to All Cases

Our firm sends out information to every staff member by sending it to an allusers shared email and to our typists by the typists shared email. Would be useful to not have to type in the address every time someone wants to send a document internally.

Created 20 Oct 16:00

2
20 Vote

Ability to Mass Update Calendared items in a case

Ability to Mass Update Calendared items in a case to change to canceled or done for when you don't want to delete the calendared items but also want to indicate that it is not an action item.

Created 12 Mar 16:41

General

0
7 Vote

In Time Entry tab, allow firms to set a default Value Code

Less repeat data entry for users

Created 17 Oct 18:53

1
15 Vote

Export Intakes As PDFs

It has been requested that case data and intake data have the option to export as PDFs, like what can be done with Neos reports.

Created 08 Mar 15:18

3
21 Vote

Neos - Drag & Drop Documents - Allow for name change

Allow the ability to change the name of the document when dragging/dropping to the docs tab

Created 22 Dec 16:53

General

8 Already exists
2 Vote

Add Date Printed & Total on Advanced Search Reports when using Print Button

Add the 'Date Printed' and Total Cases to Advanced Search reports when printed using 'Print' Button

Created 18 Oct 13:11

0
5 Vote

Notes emailed should include attachments.

Any notes that are emailed through Neos to Outlook should include the attachment, if included.

Created 11 Mar 16:41

0