Add last "Last week, Last month, etc." to reporting options.
Reporting Data options- Need corporate options for Date ranges. Currently Neos only has last 7 days, last 30 days. Nothing that aligns with general corporate reports required, would require a manual pull for each report needed as dates must be cha...
Assign the last staff member who texted a client to the response notes in the notes tab
Add the ability to auto assign the last staff member who was texting a client from a case to response notes created when a client responds back to a text.
That each staff can select whether to use or not. If you aren't looking at the screen, it would be very helpful to hear that audible notification or "You have a new message" so it is clear when you receive something.
Ability to Update Status to N/A, Blank, Delete the Checklist Item from Main View
Just like the other boxes lets me select options without having to open item (Example when reassigning a staff), it would be helpful if the status also allows that (not having to click, open and then click More Actions and then updating status). T...
When using the Value Calculator on an existing Value entry, the "number of periods" should always be set to either 1.00 or 0.00 as a matter of course.
When a user goes into an existing Value transaction, "Fee" as an example, when they click on the calculator icon it will display a rounded up percentage of the last period number they'd entered. It would be more useful to have it display at a 1.00...
As soon as the update was complete, it became clear that something had gone horribly wrong. PI assistants quickly discovered that the update had introduced a series of baffling and infuriating changes that caused the efficiency that NEOS is known ...
Please reorganize the notes tab back to the layout it was prior to the 9/27/23 update. It is now in 'side by side' view when viewing the note in full screen and we would prefer the note to go across the bottom of the screen as it did previously. T...
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