Ideas & Enhancements

2 Vote

Highlight checklist item to add

When selecting a new checklist item to add it does not highlight which one you are adding. If you select the incorrect one on accident, you will not know until it is added.

Created 25 Jul 21:02

0
2 Vote

Ability to turn off "Check Request" toggle by Value Code

The "Check Request" toggle is always on when creating a transaction. This may cause issues for staff who are not careful about creating transactions for value codes that do not require check requests. Need the ability to turn off the "Check Reques...

Created 25 Jul 20:46

0
3 Vote

DocuSign Status

There should be a way to quickly see the progress/status of the DocuSign document in NEOS. After a document is sent out for signature, there is no way in NEOS to know if the document was sent and the current status of that document.

Created 09 Apr 05:33

0
8 Vote

Neos Admin's should have the ability to adjust the Cascading Style Sheets to adjust Padding & Fonts

The goal of this would allow firms that have long case screens to adjust the Padding or space around each field so that scrolling can be brought to a minimum. This would have hug impacts for staff wellbeing.

Created 20 Oct 16:29

0
10 Vote

Seeing the body of email and text first in preview of notes vs header info

When in list view, it would be helpful to see the body of the email or text message that was tagged, like Needles 4 would vs seeing the date time and to/from info.

Created 18 Mar 02:20

3
8 Vote

Neos - Report at time of Check Request

We would like to be able to print a report to show the details of a check request. We used this Needles 5 for every check request and then provided to the accounting team for processing. Please add to Neos.

Created 18 Oct 22:23

1
8 Vote

Neos Calendar - Work Hours View

Add a setting for 'Working Hours' display view in the Neos Calendar (allowing the user to choose their own hours to display) - appointments rarely occur outside of working hours for most staff, so being able to see just the hours of 8-5 would redu...

Created 17 Oct 12:36

1
4 Vote

Remove the Donut Chart from Value Item Details

Remove the donut chart from value item details that appears after a transaction has been added. It often pushes the super important DUE field off the screen.

Created 21 Dec 15:16

1
1 Vote

Time and DTF Value Code Category

Time and DTF value codes have their own category alongside values, invoices, funds, settlement on the value tab.

Created 08 Nov 19:46

0
1 Vote

Re order tabs on left of a case

. We have established multiple custom tabs and would like to reorder them on the side bar. This would help in be more organized. Should be a simple fix to allow drag and dropping them into a the order that I prefer

Created 08 Nov 15:43

1