When searching for a name, you can select the case/intake option to gather more information on the cases, however users would like if there was a way to show the most recent DOI for that name item to help them identify different cases when their n...
Add option to limit case search by case status (Neos)
When searching cases, please provide an option to search by case status and filter out closed cases or pending leads. Or make the results default to open cases. So much time is wasted accidentally pulling up closed cases or saving emails etc. to c...
It would be extremely useful to actually be able to print the calendar, checklists, etc. without having to deal with the clunkiness of some of the report views. In the desktop version we could print a day view of multiple people side by side. Prin...
Neos: Create Special Permission to restrict users from selecting a different user when creating a note
a user that has been creating notes but selecting another user so it seems like another person created it.
would like to disable the permission to select another user with Group Permissions but currently, there is no special permission to d...
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