tell me the source of the internal server error so I don't have to guess which field to fix
I'm adding a new adjuster contact. I want to add his job title as matches his signature line. I add his name, phone, address, email, provider role, get ready to hit save and I get red internal server error and no idea which field is causing the pr...
There is no way to restrict access to provider information, adding a provider role exception similar to that of adding a case exemption under other permissions could provide that confidentiality. An example would be staff employment contracts, fee...
Case Contact List - Do not show duplicate entries from the same tab
My records tab may show Datafied 10 times. Within the Case Contact List, it will duplicate and show Datafied all 10 times with Involvement on the Recs tab, but I only need to see it one time per tab involved.
When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.
We use alt case numbers instead of the case number that Neos automatically generates. It would be helpful to not see the Neos case number but only see the Alt Case No.
When generating multiple documents in bulk it appends the provider name at the end
When you generate documents in bulk that's has a provider prompt it will append the provider name at the end of the document regardless of whether or not you edit the name of the document before generating it. Making us have to go back and edit th...
I need to be able to modify PDF templates for our files and there seems to be no option to remove them, which is kind of unusual. Please add this as a feature so I can continue working on these templates.
Be able to use the “tab” key to move to the next entry box
Is there any way that we can get them to make it where we would be able to use the “tab” key to move to the next entry box? Right now, if you use it, it will erase the information you’ve entered into your current entry box. This is especially frus...
It would be helpful to include Case Name field in the New Message layout as there may be one client for several cases and it would help to identify to which case the message relates.
Would like to see in the Date Criteria a “Current Month” choice in addition to Today, Yesterday, Past Week, etc. Would like to be able to see data for the current month instead of rolling past 30 days. If there is a way to do this, please indicate...
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