Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected
There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Guest
over 3 years ago
in General
1
Already exists
With Automation PRO on the intake side of the system, you are allowed to change the stage & status. We are looking for that ability for Automation PRO to also give us the ability to automate the changing of class codes as case checklist items ...
Bulk Actions Notes from the Advanced Search/Reports
I recommend adding a Bulk Notes feature to the 'Bulk Actions' box that appears on the Advanced Search/Reports. This would allow staff with bulk update security to post notes across several cases at once.
Mass Update via Advanced Search - Update Staff Position to BLANK
We are working on reorganizing case types and using new roles. AS part of this, we would like the ability to mass update a current staff position to BLANK so we can start retiring the use of those fields.
Adding a address column to the QB integrator would be make it easier for users to ensure that the correct provider was selected. Many providers will have multiple locations and having the address there would simplify confirmation of the correct pr...
If I am creating a new calendar event from a previous event but just changing the date, I cannot copy it like I could in Needles 5 and change the date. I now have to create an entirely new Calendar event when all I need to do is change the date. I...
I want the ability to "bulk action" --> "edit" the "Party" field for multiple documents. Now, we can only bulk edit the date, category, type, and staff created. Why is this feature so limited to those 4 random fields? We should be able to bulk ...
Calendar Bulk Actions - Add Option to Duplicate calendar entry
If the organizer no longer works for the firm, we can no longer modify the entry. The ability to copy the calendar information into a new entry would save the user time of reproducing everything. Also giving the user the ability to modify the orga...
It would be very helpful to be able to open cases in new tabs or windows to they can be viewed side-by-side instead of only being able to view one case at a time. Sometimes there are cases that are related that we want to view at the same time or ...
2
