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Include client name on case note print out

When you print out a case note, the client name is not on it. I have to manually write it on there. It should include the client name on the print out.
Guest over 1 year ago in  0

Notes show from new to oldest. I prefer the old way of seeing notes. I click on it f or correct the ascending and descending format but it reverts back.

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Guest over 1 year ago in  0

Neos - Save how we have our Notes Sorted

As it currently functions, the notes tab always defaults to Newest to Oldest. Even when we switch this to what we need it to be, changing away from the notes tab and back again resets everything to the default of Newest to Oldest. Add functionalit...
Guest over 1 year ago in  1

Change the font size of a report

Add the ability to change the font of a report during export
Guest over 1 year ago in  0

DTF Items generated off Case exp/ other DTF value codes do note retain the memo

Creating a value item with the memo field filled out, once the subsequent DTF item is generated the memo on the case expense does not carry over to the DTF item. Instead when the DTF is generated the memo filled is filled in with the provider name...
Guest over 1 year ago in  0

Add sorting capability to folder view in Neos

We are just now migrating over to Neos from Needles. I can tell you that the document management side of things is way differnt than we are used to and also more complicated. In traditional Microsoft explorer, folder views, you can do so much. It ...
Guest over 1 year ago in  0

Implement "copy to other case" button or check box within notes

Instead of having to click on a message and go to the drop down list to have a message copied to another case, would it be possible to implement a button or check box within the note we are currently typing? It takes out a few extra steps and woul...
Guest over 1 year ago in  0

Change Checklist Automation to Case Specific

Add the ability to add checklist automation to a specific case instead of the automation being spread to the checklist item in every case with that checklist item.
Guest over 1 year ago in  0

Automation Checklist Items

Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.
Guest over 1 year ago in Checklist 0

Documents Tab Search - Give '0 Results' option when there are no documents tha match your search/provide better loading/search screen

Documents Tab search: 1) make it more clear how long the search is taking 2) display a response when there are no results (like in Windows Explorer where it will say “no items match your search”).
Guest over 1 year ago in  0