It has been requested that when a Zip Code is added with its 4 digit extension, that the City and State Autopopulate in Neos. Currently this is not happening.
Neos: Add the ability to select all files when in folder view on the Case Docs tab
Add the ability to select all files when in folder view on the Case Docs tab like the user can when in list view. This feature helps when trying to use the Bulk Actions option on the screen.
Too much clicking to select parties and providers on PDF merge
Too much clicking to select parties and providers on PDF merge
Client wants an option that doesn't require the extra click on OK after selecting parties and providers in PDF Merge forms.
Intake Pro Automations Should Have a Trigger for Repeating Items
Currently, repeating checklist items do not trigger automations set to Open or Done status. It seems that it's because the status does not change when the repeat occurs. Please add an option where the status check is on repeat or rework the repeat...
The needles messages sent to our e-mail should state case name, from, and then first line of the message
The needles messages sent to our e-mail should state case name, from, and then first line of the message in the e-mail preview instead of simply "DoNotReply-NeedlesCloud-Message Updated" - - this way we'll know what case the e-mail is about. Also ...
When other users schedule something for someone, that item is not visible until the calendar is manually refreshed or closed and reopened. Please add automatic calendar refreshing so that those items are visible after scheduling without having to ...
Bulk input or import from spreadsheet of time entries for multiple cases
Some of our timekeepers use other systems (excel, separate word document, or even hand written notes) to track time. Staff is then used to make the formal time entries into the Neos system. Inputting these entries one at a time is very laborious a...
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