When generating multiple documents in bulk it appends the provider name at the end
When you generate documents in bulk that's has a provider prompt it will append the provider name at the end of the document regardless of whether or not you edit the name of the document before generating it. Making us have to go back and edit th...
Add a User Defined Field Type Like the Representing Field in the Counsel Tab
If it is possible, please make a user defined field type that works like the Representing section in the Counsel tab. It would be nice to be able to make a running list of people involved in a particular entry.
Be able to use the “tab” key to move to the next entry box
Is there any way that we can get them to make it where we would be able to use the “tab” key to move to the next entry box? Right now, if you use it, it will erase the information you’ve entered into your current entry box. This is especially frus...
Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected
There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Guest
over 3 years ago
in General
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Already exists
Would like to see in the Date Criteria a “Current Month” choice in addition to Today, Yesterday, Past Week, etc. Would like to be able to see data for the current month instead of rolling past 30 days. If there is a way to do this, please indicate...
tell me the source of the internal server error so I don't have to guess which field to fix
I'm adding a new adjuster contact. I want to add his job title as matches his signature line. I add his name, phone, address, email, provider role, get ready to hit save and I get red internal server error and no idea which field is causing the pr...
There is no way to restrict access to provider information, adding a provider role exception similar to that of adding a case exemption under other permissions could provide that confidentiality. An example would be staff employment contracts, fee...
If I am creating a new calendar event from a previous event but just changing the date, I cannot copy it like I could in Needles 5 and change the date. I now have to create an entirely new Calendar event when all I need to do is change the date. I...
Adding a address column to the QB integrator would be make it easier for users to ensure that the correct provider was selected. Many providers will have multiple locations and having the address there would simplify confirmation of the correct pr...
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