Neos - Need to be able to email Birthday cards to specific month date ranges
Currently, the only available method for birthday cards is to export a report and use the CSV to do a Word Mail Merge and print to mail cards. This is needed for email ability. Need to be able to send birthday emails to customers.
From: skylar@barreralawfirm.com He doesn't want to have to type ", space," then the users first name in the search bar. This will make name searches much faster and easier.
CLOUD: Close all open tabs in one click. The user always have extra tabs or multiple tabs open when working in Neos. They want to be able to close it all at once if there is a button for it. Similar to how we have it in Needles 4 and 5 then when w...
Needles today should auto refresh itself or at least prompt a refresh
Needles Today doesn't prompt you to refresh or update after you've made a change. You have to close it out and reopen to have a checklist change reflected. Previously, it would allow you go Save or give you a response to refresh the screen. Now th...
Allow Only Open Calendar Items to show on Needles Today Calendar
When you add a new calendar entry on a date when there was a settled, cancelled, or otherwise inactive entry, a conflict check pops up. It would be helpful if this feature could be bypassed for inactive calendar entries.
We would like the functionality to share cloud documents more like Dropbox. In dropbox I can create a folder and add whatever documents, images, videos, etc I want to share, then share/copy a link to the folder with other people. In Neos, I can Em...
Click on Name ID to pull up Provider Card/List of other cases
It would be very efficient if one could click on the Name ID of a party and automatically pull up the Provider Card and/or list of cases which they are attached. We have many clients who have current and prior cases which we would like to access q...
Our firm handles personal injury case. We have a heavy medical records data entry. Certain reports we use (ex: Summary of Medical) you can sort by entryID, to - from; however, it will not allow us to sort in chronological order of treatment. The r...
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