Add insurer/company for adjuster and display it when searching
With some adjusters working for multiple companies, it would be helpful to have a field indicating which insurer an adjuster is working for and It would be especially helpful if that information appears alongside info like “address” and “case” whe...
Would like the functionality to have data from the two tabs linked. It could be something as simple as making it within the layout managers that we can have linked fields, where you can select a predetermined field on another tab to pull informati...
We have had numerous employees going into the settings and changing our integration links, staff profiles, etc. It will be beneficial to lock non-admin staff out of the settings completely that way no issues arise from employees changing things or...
In cases where we are rep'ing a client for 2 different matters, and one settles, would like to be able to transfer cost items from one case to another without having to re-type it into the 2nd case
Indicator that shows when you open a case that there is a companion case
It would be convenient that when you go into a case, there is an indicator showing there is a companion case attached without having to open the companion cases tab.
User would like to be able to change the default email in the online accounts in a provider card
Currently in Neos, the email address in an online account that is added to a Party/Provider is marked as the default. There should be a function to make any email address online account a default like there is for address.
When a user exports a PDF from a report, they have the option to add the firm name and logo to the exported report; however, it's missing the firm's name. Please add a toggle to add the firm's name next to the logo.
Ability to link claim information on Insurance tab to Value tab
Currently on User Defined tabs can be sent to the Value tab. This should also be extended to the Insurance tab as Claim Information fields are being used for Settlements.
When searching common names in Neos, there is no way to tell the difference between all of the 'John Smith's that may be in a firm's system. Would like case details to be added into the sections to differentiate from one another.
0
0
0
