When you print out a case note, the client name is not on it. I have to manually write it on there. It should include the client name on the print out.
Knowing that there is a robust security infrastructure that Microsoft Azure brings to bear for the Neos platform it would be great to have some insight into our Neos tenant security. A reporting or dashboard that we could provide to management/ins...
Microsoft Azure single sign-on Company ID screen Next button action trigger
On the Microsoft Azure single sign-on Company ID screen when hitting enter on the keyboard it would be nice to have the Next button action trigger so that you don’t have to click the Next button.
Notes show from new to oldest. I prefer the old way of seeing notes. I click on it f or correct the ascending and descending format but it reverts back.
It would very helping, when searching cases within Neos and tagging emails to cases, if Neos would show all OPEN cases first and the closed cases at the bottom.
As it currently functions, the notes tab always defaults to Newest to Oldest. Even when we switch this to what we need it to be, changing away from the notes tab and back again resets everything to the default of Newest to Oldest. Add functionalit...
Being as Neos is a web based solution, it would be great to have a client portal that has the ability for clients to upload or access relevant case documents right to/from the linked sharepoint. This comes in handy when a client needs to send back...
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