Many healthcare practices have several different locations that are all under the same name. It would be nice to have the name of the entire practice as the provider and then contact information for different locations grouped together. For instan...
Add an Icon on Checklist Items that have Notes Added
With the new release of the ability to add notes to checklist items, it would be great to have an icon on the list view so you can see if a note was added to that checklist item without having to open the side panel to check
Make Date Calculator accessible from anywhere in Neos
We really like using the date calculator, but it's only accessible on date fields - sometimes we like to calculate dates for other reasons, so we'd like to have that calculator accessible from anywhere in Neos. If it could be added to the sidebar,...
Add Time Zone Field to Custom Time Function of Scheduling an Email
The ability to schedule an email is nice but there is one small issue with it. Neos uses the time zone in the staff profile to determine the proper delivery time. If I work from a different time zone, I will have to remember this fact when setting...
Please make a default setting for phone, email and addresses.
As legal professionals, we don't delete records or anything from files. It would be nice to have a default check box to indicate a current email, phone or address to use.
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