Ideas & Enhancements

75 Vote

Neos Texting: Send notifications ONLY to those assigned to the text conversation

Currently the functionality is to send notifications to staff assigned to the conversation AND the case. This causes a lot of unnecessary clutter in the notifications pane, especially for managerial staff members assigned to cases. Users would lik...

Created 27 Mar 17:28

31 Planning to Implement
82 Vote

Batch print

We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...

Created 01 Nov 20:09

10 Planning to Implement
100 Vote

Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.

Created 21 Apr 16:02

14 Planning to Implement
15 Vote

Include the Subtotal of items selected for processing from the list view in the value tab.

The subtotal of value items should automatically be calculated and displayed when multiple items are selected to add transactions such as to request checks. Sometimes there could be dozens of checks and the total needs to be displayed so staff can...

Created 12 Jul 20:33

0 Planning to Implement
21 Vote

Neos - Ability to formate name in QuickBooks Export

When exporting checks in Needles, names would display first name last name. In Neos names are exported to checks with last, first. Would love to be able to choose which format I want.

Created 30 Mar 15:29

Accounting Integrations

5 Planning to Implement
15 Vote

Certification of service Paragraph - counsel name

Since the update in June, defense counsel name is appearing improperly. The name is now appearing last name first, first name last. This working fine before the release and when I called in it (thinking is was a glitch with the update), I was told...

Created 31 Aug 14:37

2 Planning to Implement
26 Vote

Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.

Created 13 Oct 18:04

0 Planning to Implement
28 Vote

Mass Texting Messages

Mass Client Texting

Created 22 Apr 18:13

General

2 Planning to Implement
8 Vote

NEOS: Either have the Summary of Exported Checks report after posting checks to QB from QBIntegrator or the ability to print from the QBIntegrator

No description provided

Created 25 Apr 20:45

0 Planning to Implement
7 Vote

NEOS - "Group By" option in other list tabs

There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.

Created 07 Oct 18:08

General

0 Planning to Implement