Ideas & Enhancements

Document Tab drop downs are not providing enough information to be able to distinguish between entries

In document tab when you have a list of items that you want to include in a merge into document. This happens both when you are selecting records from our user defined tab and from the time tab see screen shots attached.

From the records tab you need the provider first not entry id who knows what those numbers represent.

On the time tab they all show the same thing.

Please help so we can get our work done.

See ticket #178119

  • Guest
  • Oct 19 2022
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  • Guest commented
    February 13, 2023 16:51

    I'm having the same issue. I contacted Neos support and they referred me to this page. No clear resolution that I can see yet..

  • Guest commented
    October 19, 2022 17:39

    Two templates provided by firm attached for reference