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...
Mass Update via Advanced Search - Update Staff Position to BLANK
We are working on reorganizing case types and using new roles. AS part of this, we would like the ability to mass update a current staff position to BLANK so we can start retiring the use of those fields.
It would be helpful to include Case Name field in the New Message layout as there may be one client for several cases and it would help to identify to which case the message relates.
Staff would like to see some of our custom data in the header, based on custom fields. We would like the ability to add our custom fields instead of just the Neos standard fields.
I want the ability to "bulk action" --> "edit" the "Party" field for multiple documents. Now, we can only bulk edit the date, category, type, and staff created. Why is this feature so limited to those 4 random fields? We should be able to bulk ...
Calendar Bulk Actions - Add Option to Duplicate calendar entry
If the organizer no longer works for the firm, we can no longer modify the entry. The ability to copy the calendar information into a new entry would save the user time of reproducing everything. Also giving the user the ability to modify the orga...
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...
2
0
