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Neos-Remove bulk action edit for multiple notes selected

Currently when bulk actioning multiple notes you can edit a note but it will override what was there. To prevent from overriding the same note on multiple items it would be better to not see the edit option.
Guest almost 2 years ago in  0

Option to Stop Staff from Adding Notes into Cases that Are Not Assigned to Them

I would like a way to prevent specific staff from adding a note to a case that is not assigned to them while still letting them have access to the case.
Guest almost 2 years ago in  0

Option to Have Staff Only See Documents They Uploaded

I would like an option in Neos to have staff only be able to see the documents they upload to cases. Currently, they can see all the documents in a case if they have access to the tab.
Guest almost 2 years ago in  0

Increase character limit of User Mini Directory items

35 characters is not enough for some purposes. Also, right now if you exceed the character limit for a User Mini Directory item, you get an Internal Server Error when you try to save the User Mini Directory rather than a more specific error messag...
Guest almost 2 years ago in  0

When changing the staff assigned on case screen, would like the checklist items that are open to update to the new assigned staff.

Would not have to go to the checklist and change initials for the new assigned staff for that position.
Guest almost 2 years ago in Checklist 0

Neos: Make an option to not post attachments to the documents tab but still list them in the notes when tagging emails to Neos from Outlook.

Users are making a suggestion that when you post an email to Neos from Outlook they would like to be able to just have the document listed in the note but not put the document in the documents tab to avoid duplicates.
Guest almost 2 years ago in  1

Dormant - Marking Case as Dormant

Browse Cases - there should be a way to remove the cases marked as dormant from an open status so they do not appear on the open case list. Instead it requires you to mark the dormant to see only “dormant” cases separate. You should be able to see...
Guest almost 2 years ago in  0

Multiple Columns Sorting in Value Tab

Being able to sort by multiple columns, as you could do in Needles 5, helps properly organize items as organization by one column still creates a little chaos when looking through. It would be ideal to be able to sort by Code & Date of Service...
Guest almost 2 years ago in  0

Settlement Memos Saving into Case Docs

Please code Neos so that any settlement memo generated is automatically saved into the Case Docs. Right now I have to save the document in an outside folder and then move it into the Case Docs. This is a very unnecessary extra step that is forced ...
Guest almost 2 years ago in  1

Refresh Buttons for Notes tab , Messages tab and Intakes tab (similar to refresh button on checklist)

Similar to blue refresh button on Checklist tab - this would be the easiest way to refresh Notes, Messages and Intakes
Guest almost 2 years ago in  0