Ideas & Enhancements

1 Vote

Document Filter for Hiding Temp Files

I'd like to request a filter that could exclude open files from the Case Document's List View. The view here shows ~tmp files and I'd like to have those not show when looking through a document list. They flood up the screen.

Created 23 Mar 14:42

0
3 Vote

Fix formatting for staff phone number when merging

Please fix formatting: When using staff phone numbers in a merge document, they are inserted as one 9-digit number, not formatted as a phone number with parenthesis and a dash.

Created 14 Nov 15:42

0
2 Vote

Neos - Calendar Note Text Editing

Would like to be able to edit the text within a calendar item's notes the same way one can do so in the notes tab. (i.e. changing text color, font, formatting etc)

Created 15 Jul 20:50

0
2 Vote

Neos Search display results

When you use the search to find a case, it would be useful if you could see the staff assigned for example Case Manager. That way it would be easier to find who someone needs to talk to without the extra clicks of opening the case and trying to fi...

Created 15 Jul 19:01

0
2 Vote

Changing/Updating Provider Addresses

There needs to be an ability to change/update addresses for multiple providers that are associated with each other. For instance, an insurance or firm, changes their mailing address, we have to open each individual provider associated with that co...

Created 15 Jul 18:56

1
2 Vote

Version History

To allow you to go back in time and restore a previous version of a Note that was lost due to a saving error. Functionality similar to O365 or Google Docs.

Created 15 Jul 17:40

0
2 Vote

Mergeformatting for Neos

Please add the ability to use \* MERGEFORMAT within templates in Neos to get the documents to adhere to the formatting of the texts within the merge fields.

Created 13 Jul 14:03

1
3 Vote

Calendar View needs to change

When we have multiple appointments scheduled for the same time, we are not able to see the name of the appointment. The time 9:00am-10:00am shouldn't be listed (it seems redundant). If it was not there, then we would be able to see more of the app...

Created 01 Nov 12:41

General

0
2 Vote

Document categories do not deselect with document type

Image #1 - I am choosing to do a bulk import on a file. When I make a doc type selection, I am only seeing the category options that have been assigned to that doc type, which is what I would want, since I don’t want to have to sort through a bunc...

Created 29 Jun 19:19

0
3 Vote

Calendar saves in notes

It would be nice if the calendar entry would save a copy into the notes tab. That way any information entered into the calendar item would be saved and can be referenced in the notes tab

Created 16 Oct 21:25

General

0 Unlikely to implement