User would like the mailing labels report to give them the mailing labels instead of exporting to csv
User would like the mailing labels report to give them the mailing labels instead of exporting to csv and going through word to set them up in a mail merge. In needles 4 you were able to select what you were looking for>Mailing labels>party ...
Give more options to modify margins for exported advanced search reports
When exporting an advanced search report, there are few limited options for modifying the exported pdf. Please provide an option to allow the modfication of the margins to look closer to the legacy reports which are printer friendly as they curren...
We have clients with more than 25 cases. The search only shows the Top 25, of which some of those top 25 cases are not even opened anymore. While some of our open active cases are not showing on the search list at all. We have one client in partic...
It would very helping, when searching cases within Neos and tagging emails to cases, if Neos would show all OPEN cases first and the closed cases at the bottom.
Make More of Provider Name Visible For Letter Templates
Allow us to scroll right to see the full provider name when we are on the template screen to make letters. This will allow us to be sure we are selecting the correct provider when we create letters as clients often go to several providers and the ...
Neos - Subject Field for Email Prompt in Documents Tab
It would be a good feature to add a subject field in the email prompt when you try to email a document through the Case Doc tab. It would be faster than having to open it in Outlook. Also, the bulk document email does not properly show the case na...