Mentions in provider notes should work same as case notes
Our firm would use this a lot for pricing out vendors like court reporting agencies and other administrative work where we are communicating inside the office on updates and info gathered relating to providers or contacts NOT specific to a case. I...
separate permission to remove/delete the special flag note on a case
It appears to be the same as the general notes. Some staff should be able to delete/remove the special note but not delete regular notes. If someone doesn't have permission to delete notes it doesn't allow to use the clear on the special flag note...
When adding items to a case checklist, you have to scroll through a list. It would be nice to be able to use a search box to find a specific checklist code.
Neos: Add provider card for a party to copy name, address and phone number information
In previous version of Needles both providers and parties had provider cards to easily copy information to another provider/party. Currently in Neos, only providers have a provider card so you cannot copy information from a party.
Allow Only Open Calendar Items to show on Needles Today Calendar
When you add a new calendar entry on a date when there was a settled, cancelled, or otherwise inactive entry, a conflict check pops up. It would be helpful if this feature could be bypassed for inactive calendar entries.
When generating a document, it seems as though after making a selection from a dropdown, it should automatically close instead of having to click "outside" the dropdown for it to disappear.
Need the Ability to Test Templates Prior to Saving it as a Template
Need to add a Test function to the Word Add-In to ensure that the template being created bookmarks work and formats as expected PRIOR to saving the document as a template. Nothing like having to save a template in Neos, go to a test case, generate...
Please add additional sign in restriction settings to Neos that block signing if a condition is met or unless a condition is met: Some suggestions: Add Geo blocking to block logins from other countries Add work hours to staff profile settings to c...
Sometimes instead of tagging someone in a Case Note, a private message needs to be initiated regarding that note. We can send it to email, but not via Neos messages to keep all communication within the site.