Neos messages: don't ask to change case association unless the provider has a case to change to
Any message you enter where the caller is not a party in the case, you get prompted to "change case association." It should only be asking that if there is a case to change to. Vast majority of our contacts/providers are not parties in a case and ...
Neos provider address and phone numbers get lost if "Type" is more than 20 characters
You hit save, get internal server error, have to go hunting to see what is preventing the save from working. Then if you close the provider without fixing it first you lose the data. We use the phone and address "Type" a lot for clients who move a...
Currently with our integration, we still have to have Ring Central open along with the app in Neos because we cannot fax through Neos. It defeats the purpose of this integration if it cannot fully function as Ring Central.
We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...
Please give us permissions or the options to edit other's calendars such as attorneys. Anything that gets scheduled now says we do not have permissions to edit events of such attorneys no longer
Group Negotiations Entries by Insurance Type not Company Name
The groupings of entries in the Negotiations tab seems to be based upon the name of the Insurance company now, whereas before this most recent update, it would group based on the Insurance type. Please fix this to revert it back to how it was as w...
There is no way to tell which calendar events/reminders have been cancelled or done without opening the event. In Needles 5, the event changed colors to indicate status which made it easy to see right away and prioritize.
Currently, our users cannot differentiate between an open, closed, cancelled (etc.) appointment in Neos. Please add color based on the status of the appointment as it existed in Needles 4 and 5.
0
0
