Ideas & Enhancements

It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.

Need a visual signal for when a case is a member of a companion group without having to click on the companion tab - a checkmark or similar next to the tab in the menu, for example, if data exists in the tab.

Admin would like the ability to create default columns/column widths for all users in all case types

Need to increase the character of the note box in the case calendar tab. Currently its a 1,000 character limit. It should be atleast 2,500.The user's use the function to add zoom link and zoom information. The user gets restricted to only add the ...

You should be able to click on the icon and take you back to the home screen with your appointments and checklists

The calendar should show a box with the scheduled date, as well as another box for the new date.

5.0 generally seems to require a lot more mouse clicks than 4.x. Taking your hands off the keyboard and over to the mouse is cumbersome. This is especially an issue me when generating a document. For example, searching for the document, you have t...

Intakes are not nearly robust enough to fill the function that they were intended to fill. They need a checklist, a note tab, and so many other things that they should be set up exactly like cases. Intakes can live as intakes and be worked as inta...

Neos: is it possible for the document generation display to go away after it generated.During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.

The example here is that I would like to copy a note to a few different cases. There is no way for me to do that short of searching and copying to the cases one at a time. It is just tedious.