Ideas & Enhancements

2 Vote

Include "Case Name" field in the Message layout

It would be helpful to include Case Name field in the New Message layout as there may be one client for several cases and it would help to identify to which case the message relates.

Created 31 May 15:39

0
3 Vote

Change the font size of a report

Add the ability to change the font of a report during export

Created 20 Jul 19:48

0
5 Vote

NEOS - Search Preview Isn't Showing Full Address

The preview pane the pops out of the right side of the search window when you click on someone doesn't show the full address in the "Address" section. It only shows address line one.

Created 26 Oct 19:37

General

1
5 Vote

NEOS - Select All Option on List Tabs

At the moment, there is no way to quickly select everything on a list tab to apply bulk actions too. A select all feature would be nice.

Created 26 Oct 18:39

General

0
5 Vote

NEOS - Modify the Size of Sections on Needles Today

Currently no ability to modify the sections that exist on Needles Today or what size they are. In Needles 4 and 5 you could turn on and off the Calendar or Checklist Summary sections.

Created 26 Oct 18:27

General

1
5 Vote

Calendar - make the appointment the full color of type

The super small color circle next to the appointment name is not very useful. Please make the entire appointment box the color of the appointment type like in Needles 5.

Created 22 Oct 13:59

General

0
2 Vote

Tracking the Special note feature through the activity feed

I would like to be able to track the special note if another person adds it on my case or when it was added.

Created 25 May 20:23

0
2 Vote

Allow manual input of "reduced total" for reductions

Currently you can only insert how much a bill is being reduced by in the Value section and Reductions section. There should be an option for inputting what the bill was REDUCED TO, since reductions aren't always based on a simple percentage. You h...

Created 24 May 18:19

0
4 Vote

User would like to be able to change the default email in the online accounts in a provider card

Currently in Neos, the email address in an online account that is added to a Party/Provider is marked as the default. There should be a function to make any email address online account a default like there is for address.

Created 27 Aug 20:57

0
1 Vote

Ring Central's Call Log should support the ability to email the call log after it’s posted.

Ring Central's Call Log should support the ability to email the call log after it’s posted.

Created 05 Apr 18:23

0