want to be able to adjust columns that are visible per case type firmwide and still have specific users be able to modify what they want to see besides the default they see.
Not allow users/staff to edit or add notes to a closed case.
When searching for cases and a closed case pops up, for there to be an option for a pop up saying that this is a closed case or not allow users to edit closed cases unless given permission.
Neos- Quickbooks IIF should export zip codes to checks
In Needles, when exporting checks to Quickbooks IIF, checks would have the zip code on them, however in Neos, when doing the same process, checks do not have the zip code. Firms that upgrade from Needles 5 to Neos are no longer able to mail checks...
We should also be able to copy email addresses like we can addresses and phone numbers into a new provider. If a physical therapy place has 30 locations, it's tedious to have to either add or edit every single location. We also use e-fax, so we sa...
Required fields when entering a Provider or Client
People keep adding providers with just a name and phone number. I would like more required fields when entering a provider or a client so that the information actually gets added as it should.
Instead of adding time directly within a specific case have a global time sheet that can be used to note activity and time. Then associate the time entry to a specific case. At the end of the day "Submit" this time to each of the cases.
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