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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
Report with Case Listings by Class Code and can sort by Class Code and Party Names
create a report (without having to export to excel) with Case Listings by Class Code where you have the cases sorted by Class Code and Party Names in alphabetical order?
Created 25 Apr 22:13
0
1
Vote
Remove the Neos Contact ID When Printing Checks
When adding vendors/customers the ID associated to contacts in Neos is appended to the name if there are duplicates. Having the "print name on check as" set to the contact name without the ID would save time.
Created 24 Apr 20:31
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
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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
1
Vote
Foxit Integration
It would be nice to open PDFs directly to Foxit desktop or web application directly from documents tab.
Created 23 Apr 20:30
0
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
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
5
Vote
Neos - Under Name Search, add Alt Case # and Synopsis
Under Name Search, add Alt Case # and Synopsis so it is easier to identify cases
Created 15 Sep 18:35
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