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Neos - Save how we have our Notes Sorted

As it currently functions, the notes tab always defaults to Newest to Oldest. Even when we switch this to what we need it to be, changing away from the notes tab and back again resets everything to the default of Newest to Oldest. Add functionalit...
Guest almost 2 years ago in  1

The Neos QuickBooks Integrator does not allow for the editing of payee names for exported checks

In Needles 5, the QB Vendor allowed for the editing of details such as the vendor's payment settings. In Neos, this sort of flexibility is not possible. Such functionality should be included and/or expanded on as opposed to removed.
Guest almost 2 years ago in Accounting Integrations 0

Update Multiple Cases permission should not be tied to Bulk Edit

The Update Multiple Cases permission should not be tied to Bulk Editing a specific case, this limits the ability of staff to make bulk edits to their case docs tabs (document type, category) because we have restricted their ability to mass update ...
Guest almost 2 years ago in  0

Change the font size of a report

Add the ability to change the font of a report during export
Guest almost 2 years ago in  0

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...
Guest almost 2 years ago in  1

Assign a Task to a Staff Member which creates a Checklist item with Follow Up

Assigning tasks to staff members is a daily occurrence. It would be great to be able to give a task to a staff member and have a way to confirm that the task was completed. Maybe the ability to assign a task by sending a message to a staff member,...
Guest almost 2 years ago in Checklist 0

DTF Items generated off Case exp/ other DTF value codes do note retain the memo

Creating a value item with the memo field filled out, once the subsequent DTF item is generated the memo on the case expense does not carry over to the DTF item. Instead when the DTF is generated the memo filled is filled in with the provider name...
Guest almost 2 years ago in  0

Auto Refresh the Calendar when a Outlook Item is Added into a User's Calendar

Add the ability to refresh the calendar or have it automatically update when an outlook item is added in Neos.
Guest almost 2 years ago in  0

Employee/Staff Audit

We have employees working from home and we need a way to review employee/staff productivity for a period of time (productivity audit)
Guest almost 2 years ago in  0

Double Clicking on Provider Link

Add the ability to double click a Provider Link without the preview pane on the right side appearing as it normally would with a single click.
Guest almost 2 years ago in  0