In the Recurrence window, change the section from Recurrence end to "Range of recurrence" and add a "Start" date field to allow the start date of a recurring event to be changed (match Outlook function).
When accessing the calendar, if a user would like to delete multiple items, they currently need to go into each item one by one, and then delete each item. Users would like to be able to select multiple calendar items and delete them/edit them at ...
It would be great if there could be a profile setting in NEOS to limit someone's access to closed files and pending intakes. This way once a file is closed, no one but an admin could modify data in the case, with the exception of the client's prov...
Why do I have to hit the pencil button instead of the calendar item just opening on double click like all other windows-based programs? It is unnecessary and inefficent.
Neos: Shifts data if the parties are not listed in sequential order in the intake
How intakes are currently working. The order of the parties in the intake lay out are as follows: Party 1 Party 3 Party 2 How to recreate the issue: Enter party 1 information. Enter Party 3 information (it comes before Party 2 in the intake) Save....
Re the end of Jan 2022 search capacity update: Please alphabetize the results; Lastname, Firstname. It is time consuming to scroll thru a million last names of Smith. Additionally fix the "Please add more details" link/section in this "Ideas & Enhancements" area. It does not open, allow me to enter any characters & the "attach files" link does not function. Hence, this resulting long entry.
The new timer feature can only be on and starting every time a case is up or turned off entirely. Is it possible to add a setting to let cases have the timer but not automatically start a timer? Maybe even on a case-by-case basis.
Ability to Add Provider Address With Just Business Name
When entering an adjuster, for instance, it would be beneficial to be able to just add the insurance company (no mailing address) that they work for to enable a quick look. Old Needles allowed this, Neos requires an actual address to be entered be...
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