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Neos - Remove 'Add Note' Button from Header

Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.
Guest over 3 years ago in General 1 Shipped

Expand the size of the comment text box for user defined tabs.

Expand the size of the comment text box for user defined tabs. If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data ...
Guest almost 4 years ago in General 1 Shipped

Case Name Should show up in searches

Especially for Business Clients where they have multiple cases it would be very useful to have the case name show up in the search. Previously it did show the case name on the card when searching now you have to click on the actual case to pull up...
Guest almost 2 years ago in  1 Shipped

Provider contact info should appear on Value Tab Entries

When following up with providers, it would be helpful to have the contact info and all the payment / account data on the same page rather than having to flip back and forth.
Guest about 3 years ago in General 1 Shipped

NEOS - Show Party Role

Search should show the parties role in a case in the boxes that appear to list the cases that a party is affiliated with after you select a party.
Guest over 3 years ago in General 1 Shipped

Change font color from gray to black for better visibility

Right now it is a faint gray, and we are finding it very difficult to read. We would like to adjust it to be black.
Guest over 3 years ago in General 0 Shipped

Ability for Daily Advanced Search Subscription

Currently advanced searches can only be subscribed to Weekly or Monthly. The ability to subscribe daily to Advanced Search Queries would be great. Additional to this, the ability to filter the query based on current day automatically would be requ...
Guest over 2 years ago in  0 Shipped

SaaS - Ability to toggle through notes

Add ability to toggle through notes with a front/back arrow as in 4x and 5x
Guest almost 4 years ago in General 0 Shipped

Add Party Phone & Email to Columns in Advanced Search

Add the ability to pull party phone and email into columns in Advanced Search
Guest about 3 years ago in General 1 Shipped

Prevent add DTF from being turned off when using the QB integrator

When using the QB integrator, it would be helpful if the add DTF option could not be turned off (so staff can't accidentally toggle it to the off position).
Guest about 3 years ago in Accounting Integrations / Integrations 0 Shipped