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Prompt before deleting report

When deleting a report, pop up an "are you sure?" prompt that could stop users from accidentally deleting something they did not intend to.

Guest almost 2 years ago in 0

2 VOTE

Automatically add new clients (cases that are opened) to the General Mailing List in NEOS (or at least have an option to turn it on or off) We just had to go back 6 months to add each new client one by one since converting over. Had a rep on the phone and said no way around it.

No description provided

Guest almost 2 years ago in 0

2 VOTE

Neos: Permanently expand the More Details section of Calendar Entries

Most calendar entries are created for a case. By permanently expanding the More Details section or moving the case information fields to the top of the appointment the user will enter the appointment quicker and will require fewer clicks to create...

Guest almost 2 years ago in 0

2 VOTE

Neos - Date pickers should either not automatically select today's date or should not automatically close when selecting a date

The date pickers currently open with today's date selected. If you click on today's date the date is selected. If you click on the date, it deselects the date closing the date picker and removing the current value if it exists. New users at our fi...

Guest almost 2 years ago in 0

2 VOTE

Insurance Tab Preview Include Adjuster Email, Telephone Number & Claim Number

It would be great if the preview feature on the Insurance Tab would show the Adjuster's Email, Telephone Number & Claim Number. Currently is shows Insurance Type, Insurer, Adjuster, Party, Role, the insurance company name and telephone number ...

Guest about 2 years ago in 0

2 VOTE

Aux Checklist - Ability to change Aux selected.

Since the Auxiliary checklist pulls in the header, need a quick way to change the Aux provided. We've had to change tiers on some lit cases and when the corrected tier checklist gets added, it shows both checklist names in the header. Need a way t...