Ideas & Enhancements
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2
Vote
Make the tabs up top of the cases, etc. open , movable.
I always have many tabs open and cannot close the last one on my screen bc the "x" is covered as shown. I need to be able to move that tab and close it to easily access other tabs as I work. Hope that makes sense. Here's a screen shot. Thank you.
Created 21 Sep 15:55
2
1
Vote
Value Summary - Paid by Subtotals
It appears once a case is closed in Neos, we are unable to run a "Value Summary Information for a Case - Paid by Subtotals" Report. Why is this feature not available once you put a closed date in "Closed" box? There are times we need to go back an...
Created 04 Apr 21:35
0
1
Vote
Bulk Delete providers
Allow bulk delete for providers. It is easy to import bulk contacts, there needs to be a way to delete them if the import was flawed.
Created 04 Apr 15:12
0
3
Vote
Needles App Intake Push Notification
It would be nice if the App would send you a push notification when you have a new intake waiting for you.
Created 04 Mar 21:54
General
0
2
Vote
Signature line when emailing from the Documents tab
It would be useful if we could add a signature line to the message box when emailing a document from the documents tab for a person to sign.
Created 17 Sep 20:55
1
2
Vote
Neos - Printing Party Information
Would like the ability to print an info card from the party tab containing the information that is shown on the provider card.
Created 14 Sep 17:11
0
2
Vote
Open cases at top of search
It would very helping, when searching cases within Neos and tagging emails to cases, if Neos would show all OPEN cases first and the closed cases at the bottom.
Created 14 Sep 15:57
0
2
Vote
Neos - Subject Field for Email Prompt in Documents Tab
It would be a good feature to add a subject field in the email prompt when you try to email a document through the Case Doc tab. It would be faster than having to open it in Outlook. Also, the bulk document email does not properly show the case na...
Created 13 Sep 21:01
0
2
Vote
Neos - Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed
Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed. Need to be able to see any changes made to the case, no matter which field or tab.
Created 09 Sep 20:14
0
2
Vote
Bulk Update the Staff field from Advanced Search
It would be useful if the Staff field was able to be bulk updated from the the Advanced Search. Currently the field isn't available to be selected and the replace option from the staff profile is more than is needed at this time.
Created 08 Sep 20:20
0
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