The Activity Feed is a wonderful and powerful tool. This would be highly beneficial if the activity feed was able to expand across the entire database. This would give a firm the ability to track all activity at any point in time for anything in t...
we would like to have specific fields within Neos. the list is below. Last name is required already, can we make first name a required field? General information page Can Date of incident be made required fields? Can court name be made required fi...
We use "dormant" for cases which are closed but cannot yet be destroyed. We would benefit by being able to filter cases by dormant status in the search tab.
Allow grouping in advanced report by primary staff code
In the advanced search feature, you can group by all different columns except for the primary staff code. It would be beneficial if we could group by primary staff code for reporting/auditing purposes.
Most of our firms reports we use daily are user defined reports and only run correctly when exported in PDF legacy format. It would be way more efficient if we could subscribe to the report and have the option to do the PDF legacy format instead o...
Show client names when searching provider usage & create report
When you go to a provider and click on List Provider usage it allows you to see the case #, involvement, dormant, and case type. It would be easier if it showed the client's name so that you can easily know which clients were seen by that provider...
Neos - Dashboards - add ability to Filter by 'How Resolved' under Insurance
Need the ability to filter by the field 'How Resolved' on the Insurance tab when creating a custom tile. Primary Record: Insurance Select Filters: add option for 'How Resolved'
Neos - Dashboards - Be able to edit Chart Type after creating a tile
After you create a tile and save, you are unable to edit the Chart Type. It would be great to be able to do so in order to change the view of the data.
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