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Print lists of note topics, case types, etc.

When orienting new users and new employees or when considering adding a category/topic within the firm it would be extremely helpful to be able to print the list of items we already have in the system for training purposes and to avoid duplication...
Guest about 1 year ago in  0

Default setting for drop downs

Users should be able to set a default type for any drop down field to streamline the process and be more efficient. In what we do, a majority of the time the same "type" is selected from the field. It would be more efficient if the user could set ...
Guest about 3 years ago in General 0

Global timsheet

Instead of adding time directly within a specific case have a global time sheet that can be used to note activity and time. Then associate the time entry to a specific case. At the end of the day "Submit" this time to each of the cases.
Guest 4 months ago in  0

Show expanded notes as the default on the notes tab.

To be able to quickly review the notes listed in the file.
Guest 4 months ago in  0

Neos - Checklist Summary Should have a 'Default' Filters button

The Checklist Summary Report should ahve a 'Default' filters button that defaults to staff and today's date in case the staff member accidentally clicks the 'clear filters' button.
Guest over 3 years ago in Checklist 0

Attachments from emails tagged to Neos notes no longer appear as links in preview panel. Please put links back.

The links used to appear in the preview panel. Now a user has to open the note all the way to see or access the attachments in a note.
Guest about 2 years ago in  1

Neos Checklist Notes

Would like the ability to add notes to Checklist Items in Neos
Guest about 3 years ago in General 0

Auto Save Notes

Allow ability to Auto-Save notes in Neos, we had a power outage that wiped out the power for the whole office at the firm, those int he middle of writing notes lost their entire notes.
Guest almost 2 years ago in  2

Option to expand checklist description under "checklist detail"

Is there any way that an "expand" or "edit" option can be added, so we can easily read or edit the checklist description? Currently, some checklist descriptions are too long, that when the details are opened, the description is cut off. Because th...
Guest 4 months ago in  0

User would like to have a label on providers when searching to see that intake has been rejected

Instead of going in to intake manager and click rejected they want it to appear in the main search when looking up a client or provider.
Guest about 3 years ago in General 0