Option to Choose if Time Entries Appear in Value tab.
Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...
More fields available when saving a document to docs tab
Documents have many fields availalbe but not durinig the saving process. We would like the have the ability to place a document date in while saving instead of opening each one after the save to alter it.
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 ...
Neos: Add a calculator option to the reduction field of the value tab.
We may be given a percentage reduction or another scenario that would require we use a calculator. It would be helpful if the calculator was attached to the field.
Neos: Include Notes and Documents when merging Providers
Unless you look to see if there are notes and/or documents, they are not copied and will be deleted. This is huge when it comes to expert witnesses. Also copy over the notes and documents when merging a provider into another.
Some correspondence and attachments just have multiple purposes. For example, a client sends in an update on treatment. I would like to see that in both client correspondence and in medical updates.
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.
Ability to add calendar events without prompting for the other assignees to accept the invitation
Our firm would like to create general events for office holidays, but when we do so it always prompts everyone else to accept the event. We would like there to be a way to push an event like this out to everyone at the firm without needing other p...
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