Ideas & Enhancements
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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
Guest over 4 years ago in General 0 Unlikely to implement

Neos - Ability to edit the flyout for a party

When searching for a party to open their case/intake, it would be nice to be able to easily modify what is visible on the flyout. More information like nots or Synopsis would be helpful to further identify what the intake is.
Guest about 3 years ago in General 0

Case Calendar "Filter" Options

Filter options for calendar tab in case. Main purpose is to be able to hide older events.
Guest about 3 years ago in General 0

Dashboard: filter by case dates

Would like the ability to filter a dashboard by case dates in the case tab.
Guest about 3 years ago in General 0

Dashboard - Add ability to double click to jump to case

Add ability to double click to jump to case
Guest about 3 years ago in General 0

Merge Document Title Name Length

The 40-character limit for document titles is a little prohibative. Taking into consideration the maximum file path limit in windows of 260-characters, an extension of this limit to 100 or 150-characters should be no issue.
Guest over 4 years ago in General 0

Export Mini-Directory Data to CSV/PDF

It would be an extremely useful feature to be able to port the data, and options that are made in a mini-directory to a CSV file, or PDF. There are moments in time where different staff need to be aware of what categories are needed to be used on ...
Guest about 3 years ago in General 0

Reports should also pull the providers card when clicking on the provider's name

Reports - Records Outstanding by Provider- I have run this report for all providers (no parameters) and the results return a large number of providers as expected. If I click on a provider I would expect it to open the providers card, but it just ...
Guest over 4 years ago in General 0

Neos - Add ability to have instructional text on tabs

In N4/N5 users could add instructional text to tabs in the tab set up - this would be to provide instructions to staff on how to enter data on the screen. The text would display above or below actual data entry fields.
Guest about 3 years ago in General 0

Alternate AKA's

It would be great if you could add multiple AKA's. It's not uncommon for people to marry multiple times and/or to have really long names, or hyphenated names. Allowing for multiple AKAs would allow for better client tracking and less erroneous ent...
Guest about 3 years ago in General 0