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Add CC and BCC options to Neos Notes

It has been requested that, when sending notes as emails, as well as sending emails in general from Neos, that there be an option for CC and BCC.
Guest over 2 years ago in  0

Copy Permission Groups from 1 group to another

It would be easier if you can copy permission groups from 1 group to another instead of having to start from scratch each time.
Guest about 2 years ago in  0

tell me the source of the internal server error so I don't have to guess which field to fix

I'm adding a new adjuster contact. I want to add his job title as matches his signature line. I add his name, phone, address, email, provider role, get ready to hit save and I get red internal server error and no idea which field is causing the pr...
Guest 5 months ago in  0

Provider Role Exception

There is no way to restrict access to provider information, adding a provider role exception similar to that of adding a case exemption under other permissions could provide that confidentiality. An example would be staff employment contracts, fee...
Guest 5 months ago in  0

Activity Feed for Provider Card

It would be great to have an activity feed for just the provider card information - like address, name, phone number, etc. When replacing duplicates, it can sometimes be hard to determine which card has the most updated information. It often takes...
Guest about 1 year ago in  1

Value tab calendar having a today option

At the bottom of an entry on the value tab there is an entry for the date and the initials of the user making the most recent changes. If there is a button that updates the calendar to today, it would make it easier to update the value tab entries...
Guest about 1 year ago in  0

Ability to Tag Neos Case in Outlook Calendar Appointment from a Shared Calendar

We need to the option to tag a case when creating an appointment in Outlook Calendar for a shared calendar we have editing rights to. Currently, we can only tag a case in Outlook if it is in our calendar and not a shared calendar. If we create the...
Guest over 3 years ago in General 1

Allow erasing of PDF MergeFields

I need to be able to modify PDF templates for our files and there seems to be no option to remove them, which is kind of unusual. Please add this as a feature so I can continue working on these templates.
Guest 5 months ago in  0

Not allow users/staff to edit or add notes to a closed case.

When searching for cases and a closed case pops up, for there to be an option for a pop up saying that this is a closed case or not allow users to edit closed cases unless given permission.
Guest 9 months ago in  0

Mass Update Provider Emails

A user would like to be able to Mass Update Provider cards to change and add emails to them in case there's a change that applies to multiple entries. Example: One provider has many offices and therefor has many provider cards. When they need to u...
Guest about 1 year ago in  0