Ideas & Enhancements

Add option to auto generate checklist summary to show items from past dates and current date

Add in a option to auto generate the checklist summary so it shows past created and current day checklist items on the specific day that the summary is opened.

Created 09 Jul 21:18

0

6 Vote

Reinstate PDF Legacy Report for Calendar Report

PDF Legacy Report allows us to download the calendar including the description text box where important notes are getting lost.

Created 11 Jun 14:22

0

8 Vote

Reminders for Records Tab

Please add an option to add a reminder when a new record request is logged on the Records tab. Separately adding events to the calendar or checklist for each request on each case is time consuming when doing a high volume of requests. Ideally, whe...

Created 17 Apr 20:59

0

12 Vote

Option to select "type" when creating a note from the value tab.

In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.

Created 29 Dec 20:58

2

10 Vote

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.

Created 20 Feb 18:12

4

4 Vote

Payment Entries on invoice - When we enter payments, Neos does not allow us to differentiate the type of payment. We would like to be able to maintain record of the type of payment - Check, Debit card, credit card or cash with the amount paid. We would also like to have a line appear that shows the total amount of payment and when payment was made.

No description provided

Created 02 Aug 17:06

0

Ideas & Enhancements

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Notifications - New Documents Received

Organization of the Case Tab

Color Code Staff in Dashboard Tiles

Add option to auto generate checklist summary to show items from past dates and current date

Reinstate PDF Legacy Report for Calendar Report

Reminders for Records Tab

Option to select "type" when creating a note from the value tab.

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

Filter by status

Filter by category

Identify yourself with your email address

Tag Email Follows The Thread

Notifications - New Documents Received

Organization of the Case Tab

Color Code Staff in Dashboard Tiles

Add option to auto generate checklist summary to show items from past dates and current date

Reinstate PDF Legacy Report for Calendar Report

Reminders for Records Tab

Option to select "type" when creating a note from the value tab.

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.