Ability to individually move day-of checklist items freely up and down the checklist.
When on the dashboard, it would be very helpful to be able to arrange checklist items by clicking and dragging into the desired order. This would allow us to be able to put most urgent/top priority items at the top of the list and creating more da...
Currently, we have created a report to show billing charges, amounts paid, adjustments taken, and total due for a specific client. We can use the sum feature on the columns for Total charges & Total Due. It would be helpful to see the total am...
Add option to open PDF's in the Adobe Acrobat browser version
Opening PDF's in Neos will lead to the PDF in SharePoint instead of opening in a separate Adobe Acrobat browser even while the Adobe browser extension is enabled.
Our firm is currently using Wacom drawing tablets in a creative way to gather digital signatures from in-person clients inside the Neos PDF editor. This is obviously non-ideal but it works. We would prefer to have signature pad support for externa...
Be able to select provider address where client treated in each case
It would help with multiple providers and incorrect providers being entered if we could make one contact card and select the location client was seen for in each individual case, or be able to change the default address on a case by case basis ins...
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