I need to print the entire medical note file for cases very frequently. Right now, all I can do is export it to excel and modify the document to what I need. It would be so much easier to be able to bulk print the medical tab.
Zapier - If Last Name is not provided - auto create as Unknown
When an intake is imported via Zapier, the Last Name is required. If you don't have the Last Name, the intake gets rejected. It would be great if the last name could autopopulate to Unknown if it is not filled out in the triggering event.
There should be the option to attach a document to a calendar item. We use this a lot with different types of events (ex: deposition notices to the date of the event); this eliminates our secretary from having to do extra work by searching the doc...
User would like to be able to print message from his inbox
User would like a reported added to messages to be able to print out all the messages for all staff in his messages tab. Or just a print button in messages tab
Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP
Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP - this would happen when you close the folder in Neos.
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