Providers copy name and address formatting when copying from Provider card
User would like it to look like this For example:
Mickey Mouse, 111 First Street
Orlando, FL 33881
instead of
Mickey Mouse
111 First Street
Orlando, FL 33881
The ability to limit case access to cases they're assigned to.Needles 4 you can set permissions to "D" where they can only access their specific cases, while in 5 you cannot.
Currently, you can only add documents to the Case Docs tab. In the case where we have a deposition or records request tab we would like to directly add documents from our computer to these other tabs as well.
If a client fills out a PDF form with their information, have that information auto populate back to Neos. IE> Information sheet that the client fills out online, have the ability to pull the clients address from the PDF form and auto populate ...
When date is not properly entered a form cannot be saved. It would help to highlight the improper entry.
when completing a form, if one field contains data not properly entered, the form will not save. If that field can be highlighted, it will make locating the field and changing the entry easier and save time.
When using the multi-record list feature, it is not ideal to use when the list is for sending to multiple counsel. When the list is created (3rd image), the name and full address are side-by-side instead on top of each other. When creating columns...
Set the status column as a default on checklists for Neos
When opening a checklist item, the status column is not displayed by default. This leads to possibilities where new users who have not set the status column to be visible will not notice items might have no status entered, leading to disorganized ...
0
0
