Ideas & Enhancements
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Addresses should be shown when searching for a provider and Under provider name in Value section.

On behalf of Burnetti P.A Showing address clients would like to see adresses displayed under the provider name in the value section. This would easily allow them to grab this information without switching tabs or searching for the provider.
Guest over 3 years ago in General 1

Tag multiple emails to the same case in same step

If I'm going through my inbox and finding a bunch of emails that all need to be tagged to the same case with the same note topic, I should be able to hold down "control" key and select those emails in Outlook, then hit "tag email" and tag them all...
Guest over 3 years ago in  0

TAG - Browse Documents Tab - Ability to perform bulk action

TAG - Browse Documents Tab - Ability to perform bulk action as it would be help to be able to bulk tag documents in this view
Guest over 3 years ago in General 3

Calendar - Multiple reminder

more than just one reminder time
Guest over 3 years ago in General 2

Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected

There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Guest over 3 years ago in General 1 Already exists

Remove characters around case number placed in note field of calendar event

When adding a calendar event and attaching a case to it, upon saving it the case number is placed in the notes field with " ~*~*~*~*~* " above and below it. May this be removed so when viewing it from list view you may only see the case number? Im...
Guest almost 4 years ago in  1 Future consideration

Cloud: Sub folder creation in cloud docs

Cloud: Sub folder creation in cloud docs. The firm wants to be able to create folders in cloud docs and then put files in it so its neatly rather than locating it throughout the list. They had the same concept in Needles 5 and wanted the same func...
Guest about 4 years ago in General 0

Add Ability to Search Calendar

Customers would like to be able to search the name of the event or a name and see all events with that keyword
Guest almost 5 years ago in General / Search 1

Choose Columns to display in Search Engine Results

The firm has requested the ability to add columns in the search window based on the fields from provider entry, such Specialty. This would make it easier to identify the correct provider, instead of having to highlight each one to see the specialt...
Guest about 5 years ago in Search 0

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...
Guest 23 days ago in  0