The case folder tab name should have the option to display the case name for when multiple cases have the same first party to avoid confusion (tabs next to the dashboards icon)
Value Tab- Have the list pull items in chronological order.
It would be helpful to have the list be able to pull the medical providers into documents from the value tab in chronological order of treatment rather than in random order.
Allow the import of multiple Phone Numbers through the Intake Import function
The limitation of only one phone number field per imported intake is severely limiting. There should be an option to import at least one of each possible number/email/account type per CSV form.
I'd like the ability to deactivate report libaries that our firm doesn't use or need. There are some report libraries that are empty "History" "Clean Up" that have nothing in them at all. It would be better to only let my staff see the reports tha...
Add the ability to add additional Phone numbers Neos API
When trying to integrate with third-party intake solutions there currently is no way to add multiple phone numbers. This causes an issue when a client leaves two or three numbers and these third-party documents it in the synopsis area but most of ...
Ability to Set Who Creates the Note for the Intake Comment
Currently in Neos, if an intake has a comment in it, it will become a note when it is converted into a case. Instead of the person who last edited the comment or the one who created it, it will set the person who made the intake into a case as the...
QuickBooks Integrator - Add customization for the order of how info is placed in the Memo Field on checks
Add the ability for users to change what order the memo field info is placed in the memo field in checks within the Neos Integrator. Currently the memo field fills in as Neos memo field info/case #/ Name and does not allow the user to change how o...
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