Option to Have Staff Only See Documents They Uploaded
I would like an option in Neos to have staff only be able to see the documents they upload to cases. Currently, they can see all the documents in a case if they have access to the tab.
There would be libraries that might not contain an necessary entry. It would be a nice feature to add the ability for a user to make a request to the Needles Admin to add that entry. For instance, I am creating a Bankruptcy case and notice that my...
Add the "Project" (Case Number) to the check when uploading to QBO
When uploading from the value tab to QBO, the project (case number) next to the name helps us to be sure that the right entry is documented with the right case. We are a high volume firm that has repeat clients. We need to be sure that the right a...
Increase character limit of User Mini Directory items
35 characters is not enough for some purposes. Also, right now if you exceed the character limit for a User Mini Directory item, you get an Internal Server Error when you try to save the User Mini Directory rather than a more specific error messag...
When entering information on a provider card, specifically emails, it currently only allows fields in "type" that are created in the mini directory under "online accounts". It would be nice to have it sent up the way phone numbers and address are;...
When I try to copy a document to another case, it won't let me type the name of the other case. Therefore, this function is useless. I would like to suggest the ability to use this function.
Adding a URL to the search will give the ability for 3rd party applications such as RingCentral to run searches of the caller ID into our system. As an example, this is what is use for Salesforce: https://my.salesforce.com/search/SearchResults?sea...
I see there is a shipped idea that Date range automatically starts at today's date. However, that is not my request, I want the Date Range popup window to have a button that says 'Today' and will update to that date when pressed. We sometimes have...
I need a report that exports the party demographic information (including SSN and email), 9 case dates and 3 user defined fields from the case tab, and then a comprehensive output of all case notes with most recent first. To be set for all open fi...
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