Ideas & Enhancements

2 Vote

Automatically adding staff 1 and 2 to calendar events when scheduling an event

When a calendar event is scheduled - instead of having to add attendees - staff 1 and staff 2 could pull in automatically. If that is too generic, perhaps make anything coded as a "meeting" pull in staff 1 and 2 automatically.

Created 23 Aug 17:46

0
2 Vote

Export Value Transactions as Raw Excel File

Add the ability to export as a raw csv.

Created 23 Aug 16:06

0
11 Vote

Provider "card" should allow printing

A print icon should be added to the Provider card so it can be printed

Created 12 May 12:33

0
6 Vote

NEOS PDF - Word Documents Conversion by Printing to Neos PDF - Print to PDF function

There should be a function in the document section that allows the user to Print Word Document to Neos PDF which saves the newly created PDF in the client folder in the document section and in sharepoint. Then the newly created PDF opens in NEOS P...

Created 16 Aug 18:36

0
16 Vote

Neos - SharePoint Link - Back on Case Tab

With the Jan 25 Update users have to go to the Documents Tab and go to Settings to access SharePoint link for the documents of a case. Users would like to have the hyperlink in the Case Tab again for easier access.

Created 26 Jan 14:06

General

2
5 Vote

Add credit card charges to integrator

Obviously we use credit card to pay for reports as well as other things for cases. It seems crazy that this is not on option in the integrator.

Created 15 Nov 20:37

0
2 Vote

Birthday Reports should allow us to filter by month for a list

We should be able to use a simple filter for just a month to do a birthday list. It would be a simple query by just using the number for the corresponding month.

Created 21 Aug 15:34

0
22 Vote

Add Ability to Customize Background of Needles

Would like the ability to customize the background color of Needles so it is not white

Created 19 Jun 15:40

General

3
10 Vote

Update Multiple Cases permission should not be tied to Bulk Edit

The Update Multiple Cases permission should not be tied to Bulk Editing a specific case, this limits the ability of staff to make bulk edits to their case docs tabs (document type, category) because we have restricted their ability to mass update ...

Created 21 Jul 12:57

0
1 Vote

Send mass invoices from Accounting

Ability to designate a bill to person and send mass invoices across the firm.

Created 21 Nov 21:01

0