I think that there should be the option to have more specific coding options when creating templates for generated documents. For example: using If/Else statements or Boolean variables in order to choose when and how specific information gets pull...
It would be super helpful to have an actual change log of all changes so when troubleshooting issues that arise randomly after a Hotfix or upgrade has been applied we can point to what might have caused it.
It would be super helpful to have an actual change log of Hot Fixes so when troubleshooting issues that arise randomly after a Hotfix has been applied we can point to what might have caused it.
It appears that the Checklist Code Options values are not dynamic and yet a set in stone set of checklist codes. We have added codes to Cases and Checklists and we really need to be able to search and filter by specific Checklist Codes, not just t...
Value Tab Bulk Actions - Add Transaction: Increase the number of transactions that can be added at once.
Currently you can only add 44 transactions at the same time using bulk actions in the value tab. Adding 45 or more will make it so you can not see the total amount in the window that comes after.
Case number should transfer from Neos into Quickbooks Online
When a client is opened in QuickBooks Online from a check written in Neos, the case number does not show in the client information. It shows in the description line of the check but the information does not transfer to the client's profile info. T...
May we have a CM intake call tab, and then the info be pulled to the other tabs and put in the many other tabs? It is very distracting to go through each tab on a call when trying to make notes, and read the accident report. One list of questions on on tab would be helpful to allow a continued thought of communication versus the distraction on waiting on tabs to open when in the middle of a conversation.
The Notes tab now has a subject column that fills in the subject of an email, notes, etc. but it would be nice to also have a block for Subject in the messages so that will show up in the column in the Notes tab, as well. For example, if we have 5...
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