Ideas & Enhancements

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

3 Vote

Add military service information to Names ID

We current keep this information in user defined fields, which does not follow the person. It would be much better if the information was tied to the Names ID and followed the person, not the case.

Created 08 Jul 22:50

0

3 Vote

Adding Multiple Parties to PDF Template Merge Fields

When defining Merge Fields for PDF Templates, the Party tag list only references the 1st party when there are many situations in which multiple parties need to be referenced. Adding functionality in which the tags can be chosen for different parti...

Created 08 Jul 17:37

0

3 Vote

Can we add a button in the Companion Cases tab that opens all the companions up at once instead of needing to click each individual companion to open them?

No description provided

Created 08 Jul 14:52

1

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

3 Vote

Implement "copy to other case" button or check box within notes

Instead of having to click on a message and go to the drop down list to have a message copied to another case, would it be possible to implement a button or check box within the note we are currently typing? It takes out a few extra steps and woul...

Created 07 Jul 13:03

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

Ideas & Enhancements

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Change the font size of a report

Calendar - make the appointment the full color of type

Include "Case Name" field in the Message layout

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

Add military service information to Names ID

Adding Multiple Parties to PDF Template Merge Fields

Can we add a button in the Companion Cases tab that opens all the companions up at once instead of needing to click each individual companion to open them?

Tracking the Special note feature through the activity feed

Implement "copy to other case" button or check box within notes

Allow manual input of "reduced total" for reductions

Filter by status

Filter by category

Identify yourself with your email address

Change the font size of a report

Calendar - make the appointment the full color of type

Include "Case Name" field in the Message layout

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

Add military service information to Names ID

Adding Multiple Parties to PDF Template Merge Fields

Can we add a button in the Companion Cases tab that opens all the companions up at once instead of needing to click each individual companion to open them?

Tracking the Special note feature through the activity feed

Implement "copy to other case" button or check box within notes

Allow manual input of "reduced total" for reductions