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12
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Neos - Text Messages Should Update with Client's Name in Email Inbox
Text messages are coming through to the email inbox, but the phone number is not updating to read the Client's name, so users do not know who that client is.
Created 25 Sep 14:25
Integrations
1
5
Vote
Case access Triggers from Class Code Change
As the case gets to a certain class code, we would like to have the ability to automatically change the security to areas like the Value tab / Insurance / Negotiation /etc. so that as we are working on settlement memos only a select group of peopl...
Created 23 Jan 22:12
0
11
Vote
Neos: Make new phone number and online account as default
Currently in Neos, the 1st phone number and online account that is added to a Party/Provider is marked as the default. There should be a function to make any phone number or online account a default like there is for address.
Created 20 Jan 16:17
0
1
Vote
Create "Reply/Archive" button
Similar to the "Reply/Delete" button but for messages to be archived after replied to instead of deleted.
Created 23 May 16:01
0
1
Vote
Include the Action Menu with Checklist Optimization
Re-enable the action menu for the case's checklist table when the checklist tab is optimized.
Created 23 May 15:37
0
2
Vote
Zoom Integration - once on a call, add an option for a keypad.
An example might be if you have to enter an extension number or a number for a specific department.
Created 22 Jan 23:11
0
7
Vote
Adding Flag/Grey Header to Case Should Not Be Titled "Add Note"
"Add note" in the top right hand corner when you need to add a flagged header/grey banner is confusing with the actual Notes tab. Can it say "Add Flag" instead?
Created 19 May 17:55
1
4
Vote
Permissions groups should automatically change staff permissions to inherited automatically.
No point in putting staff into a permission group if you have to set the staff permissions to inherit. Would be a massive time saver if when you put a new staff member into a permission group it would immediately set them to inherit across the boa...
Created 18 May 21:39
1
4
Vote
open communications center
This takes too long to enter call logs because there are to many required fields. delete direction the contact should fill the phone # automatically or remove this
Created 16 May 20:41
0
5
Vote
Medical Records Request - Value Code/Medical Bills dropdown
Users would like the ability to generate a value item from their medical records tab without having to go into actions > add value item and instead use the value code and medical bill dropdowns to automatically assign the value code to the new ...
Created 12 Jan 15:03
0
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