In Needles 4, everyone's calendar view defaulted to our Attorneys Calendars. In Neos, we can't default to that view and it takes several clicks for us to get there each time. We would love this option. Thanks!
Neos: Staff Directory should have option to differentiate between My Profile and Others Profiles
To lockdown what's visible in Staff Directory, it is not uncommon to restrict full access to users. However, certain things are linked with the Staff Directory Enabled permission. With this being said, it would be nice to implement the ability to ...
A user uses a provider often that is named SSA. When you go to search for SSA the search will pull every single name in Neos with the letter S S A in alphabetical order. So you will have to scroll through 50 names to find the actual provider that ...
When checking duplicates for importing intakes from a file, please add a check for the same case type and the same name. Leads are often received from a form the potential client fills out themselves where they may have mistyped a phone number or ...
Neos- ability to see events on calendar report that are not tied to case
Currently, the calendar report only displays items that are linked with a case. It would be nice to be able to see events on the report that are also not tied to a case as well.
Currently, "Business" and "Home" are the only address type options for providers. Many have multiple locations, separate billing addresses, etc. I couldn't find a mini directory that would allow adding new items. Can you make this possible? thanks!
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