Allow the option to change the code formats especially for the Full Address codes!!
We currently have to respace the text that is generated because it comes out as : Street name Apartment Number City, State, Zipcode and we need the option to select it as: Street name, Apartment Number, City, State, Zipcode Just like the dates hav...
Neos Mobile App for Neos Messages with access to Case Notes
For many of us who are on the go, waiting to sit at a desktop to be able to respond to Neos Messages can result in unwanted delay, downtime, staff frustration. An app with the ability to review and respond to Neos messages, where we can also view ...
A firm might want the option to add additional Case statuses to cater to what is going from their end. Like a Case that's been referred out to another Firm for example.
It would be helpful to see the adjuster emails when single-clicking and getting the side panel. Currently, you have to open the insurance line totally to see it.
"More Info" field not referenceable in Intake Layout Manager
When inside the intake layout manager, we want to reference the case tab's "More Info" field, however it is not an option. Please provide us an option to reference it in the Intake Layout Manager.
Manager provider card layout based solely on provider role.
We should have the ability to manage the provider card on a provider role basis. This would allow the customer fields to appear when searching providers, preventing us from having to place the provider in a certain case type to view/edit desired f...
Currently we use podium to communicate via text for the sole purpose of allowing clients to make payments directly into our bank account without the necessity of fees and charges for a credit card service
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