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.
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...
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.
We would like to be able to edit the default email for a provider.
The circle appears in the provider card telling us what is the default email, however, it does not give us the option to change the default. Clicking on the circle of a different email, or clicking the edit button to change the default email would...
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...
User would like to be able to save a note in a case notes and not have it revert to the list view
User would like to be able to save a note in a case and not have it revert to the list view. User would like to save in the case note and not have to reopen it from the list view.
Guest
over 3 years ago
in General
1
Future consideration
0
1
Future consideration
