Please add more information for staff logins, such as time logged in and time logged out, as well as history information (i.e., how long was John signed in on X day).
user would like the able to edit/ resize columns in report layout and save it
Currently in neos if a user resizes a few columns and clicks in to a case. When they go back to report details the layout reverts they changes they made. Along with if they drag columns to the top.
Need ability to turn off automatic toggling of "check request" when entering payment for bills
We have found that when we enter a payment from client, insurance, whomever, the "request a check" button automatically toggles so we have to be aware and remember to uncheck it each time. I don't think it is likely many people want to request che...
Reduce unnecessary white space in Note header fields
The Notes tab currently has an excessive amount of white space between the header fields and their labels on the Notes themselves, as seen in the attached screenshot. For users with visual handicaps or disabilities, it can be incredibly difficult ...
Allow the Settlement Calculator to pro rate the settlement amount. Some states allow settlement to be split 3 ways. This would eliminate staff having to calculate the amounts.
Duplication Check when Adding Cases via + New Party
My team has entered several duplicate cases because the duplication notification is only activate when you search for the name under "Select a Contact", not when you go straight to + New Party. When you choose + New Party, it should still run a du...
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