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

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

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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Ideas & Enhancements

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

Report with Case Listings by Class Code and can sort by Class Code and Party Names

Remove the Neos Contact ID When Printing Checks

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?

Foxit Integration

Include "Case Name" field in the Message layout

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

Neos - Under Name Search, add Alt Case # and Synopsis

Filter by status

Filter by category

Identify yourself with your email address

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

Report with Case Listings by Class Code and can sort by Class Code and Party Names

Remove the Neos Contact ID When Printing Checks

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?

Foxit Integration

Include "Case Name" field in the Message layout

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

Neos - Under Name Search, add Alt Case # and Synopsis