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Lock the advanced search top part where the criteria is selected so staff members can run the report but cannot edit it.

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Guest 4 months ago in  0

Standardize column order for reports, such as Daily Timesheet by Staff.

Kemper has 12 different tenants and they export and combine the Daily Timesheet by Staff report. The column order is different in each tenant and creates more work when trying to combine the reports after exported.
Guest 4 months ago in  0

Export larger size billing reports.

Kemper runs Billing reports weekly, monthly, yearly. When pulling a yearly report, they couldn’t export because it was too large. Also couldn’t pull 6 months in Orlando. They need to run this report a lot. They need to be able to export these repo...
Guest 4 months ago in  0

Add BillableTimeInDecimal to advanced search

Kemper needs to run advanced search reports and create dashboards to calculate time in decimals for all their staff.
Guest 4 months ago in  0

Be Able to Tag Custom Phone Numbers

Several doctor's offices have one fax number for the office and a separate one for records and/or billing. As of now, you can't pick which number you want to tag for your letters if one is named "records fax" or any custom value. It will only let ...
Guest 7 months ago in  0

Neos - Add Ability to drag and drop Party Photo on Party Tab

Neos - Add Ability to drag and drop Party Photo on Party Tab
Guest about 3 years ago in General 0

MERGE provider entries, not just replace

Sometimes a duplicate provider entry gets made, and one will have the phone number only and the other will have the address only. Would love a MERGE function where the two can be combined with selection options for what data to keep, and auto-dele...
Guest over 1 year ago in  0

open communications center

This takes too long to enter call logs because there are to many required fields. delete direction the contact should fill the phone # automatically or remove this
Guest 11 months ago in  0

Sort alphabetically in Related Contacts and add email addresses

Please make it possible to sort alphabetically the Related Contacts, List of Providers and List of Parties. We have some cases with 50+ parties plus their counsel, as well as dozens of other contacts/providers. It would be much easier to find peop...
Guest 7 months ago in  0

Email Intake

Is it possible to send a link to a potential client to input intake information?
Guest about 1 year ago in  0