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Staff Permission to Add Multiple Cases to One CaseDocs Folder

It has been requested that multiple cases be able to be linked to one folder in sharepoint, enabled or disabled as a special permission in the user's staff profile.
Guest over 2 years ago in  1

NEOS- Display Multiple Time Zones on calendar items

Allowing resizing of standard fields such as "more info" will allow longer notes with more information to be visible at-a-glance
Guest over 2 years ago in  0

Neos - Dashboards - Access to edit creation window after creation

Currently after you create a dashboard tile and save, you are unable to return to that initial dashboard tile creation screen/window. Users would like the ability to access that initial creation screen/window. For Neos Default tiles, would like to...
Guest over 2 years ago in  0

Tagging emails to another tab

Ability to tag emails to any tab in Neos.
Guest over 2 years ago in  0

Tagging emails to a separate email tab

In Neos, it would make more sense to have a separate email tab to save the tagged emails to rather than in the Notes tab. Notes for some users is specifically notes you write that you created, while the emails would be useful to have in a separate...
Guest over 2 years ago in  0

Auditing Permission Changes

Would like the ability to run an audit report pulling information on changes made within permissions for staff and groups.
Guest over 2 years ago in  0

Neos - Add the ability to delete item(s) from Activity Feed

If sensitive data is posted to the wrong case, you would need the ability to remove it entirely from the activity feed of the case too.
Guest over 2 years ago in  1

Tab for easy chronology of medical care

It would be fabulous to have a tab that would allow us to add medical providers, dates of service and a short synopsis of care, then a check box for bills/records/radiology (that we have received) or a box to note that that date is not related, so...
Guest over 2 years ago in  0

Neos Intakes: Allow for Defaulting of Party to be Company on Worker's Comp Intakes

The firm's Party #2 in Intakes is always a company, as it is an employer. Firm would like to have Party #2 default to always be a company so they do not have to change from person to company each time. (Party #1 should always be a person)
Guest over 2 years ago in  0

Allow bulk updating of User defined fields

It would be useful if we could bulk update User Defined fields in Neos. Currently you can only bulk update standard fields.
Guest over 2 years ago in  2