Rearrange the order of the attachment types available (and label them) for selection when emailing out a document. Currently the order is - PDF - Link - As Copy. Would make the most sense to rearrange them based on preference of usage: -PDF - As C...
Ability to add total from columns to last row in list/table.
As a user I wish to generate totals for columns in a table/list so that I can automatically generate totals in my merge templates without the need for Word Mail Merge codes.
In Neos when creating a transaction detail on a value item, you have the option to create a DTF. When this is created the memo line automatically fills with the provider's name, however the other information does not automatically fill in. Would l...
Single space formatting of tagged emails to the Notes tab should be an option
When you tag an email to a case and it shows up in the case tab, it is double spaced and you can't easily make it single spaced. It would be useful if we could have an option to change the formatting to make it single spaced.
When you view a message from the Messages Tab, either from Preview or detail window, the list should refresh to show that message had been read. Currently it remains Bold to show unread until you move to another tab.
Neos- Ability to toggle between Case and Intake checklist items on Needles Today screen
Currently on the checklist summary you have the ability to filter between Case and Intake checklist items. It would be nice to see the same option available on Needles Today.
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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