Neos only loads up to 50 notes to toggle through at a time, when you reach 50 you have to close the Notes viewer and scroll through the Notes tab to find the next group of Notes to read. Neos should load all notes at once.
Especially for Business Clients where they have multiple cases it would be very useful to have the case name show up in the search. Previously it did show the case name on the card when searching now you have to click on the actual case to pull up...
I should be able to see the address, phone number, fax number, and email of any provider that I enter into the value tab. In order to get a phone number I then have to click once on it. Then, in order to get the full address, I have to open that p...
Currently advanced searches can only be subscribed to Weekly or Monthly. The ability to subscribe daily to Advanced Search Queries would be great. Additional to this, the ability to filter the query based on current day automatically would be requ...
When sending an email from Neos have it automatically added to notes instead of tagging it.
So when you send an email from a case in Neos. Such as clicking on an email in a case the user would like the email to automatically be tagged to the notes instead of having to tag it manually.
Can an "Activity Feed" be per user in additional to each case. It would be nice to see all the cases that I looked at or worked on in one day, week, etc. In case I forget what case I worked on and rather than go through all of my cases, I can look...
Search/Not Search Option - When adding a potential client in an intake, we want to be able to not have to add the name and then input the client's contact information. You should be able to input the name without searching and move to the next section in the intake form.
Prevent add DTF from being turned off when using the QB integrator
When using the QB integrator, it would be helpful if the add DTF option could not be turned off (so staff can't accidentally toggle it to the off position).
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