Ideas & Enhancements

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
3 Vote

Calendar

Automated Calendar texting notification of events, appointments to clients by Court, etc. with a confirmation that they received.

Created 23 Sep 14:03

General

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

Viewing multiple calendars should load as tabs so that you can quickly remove the calendar

Viewing multiple calendars should load as tabs so that you can quickly remove the calendar. Similar to how Outlook has calendars, you can view 4 or 5 calendars at once and then click the "X" button to close that calendar. This would be much easier...

Created 17 Sep 13:25

General

0
3 Vote

referral Tracking

This will help keep track of referrals and fees owed.

Created 16 Sep 18:20

Auditing

0
1 Vote

Insurance Tab

If a person/case has multiple insurances available, it would be great if there was a box where you can select a numerical value to input the "order of priority" (receipt of premium) and view it from the list-view of the tab. This would help on mul...

Created 04 May 10:36

0
1 Vote

We should be able to send a text message to a provider, not just provider's that have a case assigned.

No description provided

Created 03 May 14:00

0
1 Vote

Rearrange the Phone and Text Tab in the Communications Portal

You should be allowed to rearranage the phone and text tab in the communications portal

Created 02 May 19:07

0
1 Vote

Mark Text Messages Unread

If someone accidentally clicks on another staff members text, it marks it as read. You should have the ability to make it unread so that the staff members know which texts have been addressed and which have not.

Created 02 May 19:06

0