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Status letters to generate and open automatically within the client's email

Status letters to generate and open automatically within the client's email
Guest 12 months ago in  0

Add "comment" from Intakes as a Tag for Word Docs

Add "comment" from Intakes as a Tag for Word Docs
Guest almost 2 years ago in  0

Neos: Wants to be able to print check multiple checks at once for same provider.

In the desktop version, when I wanted to process a check, the steps were as follows. Case, check processing, export checks. Then I could click on value and select some OR all of the checks. In the case where we have paid multiple checks, I could s...
Guest almost 4 years ago in Accounting Integrations / Integrations 0

Note Topic List on Time Entry

Would like the ability to select the note topic when "Add to Notes" is checked on a time entry. Right now all time entries added to Notes tab this way show up with topic "Time Entry" which isn't helpful for drill down/filter/sort.
Guest almost 2 years ago in  0

Add Ability to Have Custom Folders in Messages

Would the like ability to have custom folders in messages to organize their messages
Guest almost 5 years ago in Messages 0

Hyperlinks - Bills and Records from Records Request and Liens from Value Tab

Ability to have the entries in the records request tab hyperlink to the bill and record. Could still pull from case docs, but avoids having to toggle back and forth. Same with the Value Tab. If lien is selected, we should be able to click the lien...
Guest almost 3 years ago in  0

Quick Access Fields

Allow for the pinning of fields from the case to allow for quick access. e.g., claim no, attorney, case, number etc. Allow users to choose fields.
Guest almost 3 years ago in  0

Ability for new note entry to have the option to open in a new window (so historic case data or notes can still be visible)

No description provided
Guest almost 3 years ago in  0

Ability to mark document templates as a favorite

No description provided
Guest almost 3 years ago in  0

Search fields default to “contains” at all times and in all places

Search fields default to “contains” at all times and in all places
Guest almost 4 years ago in General / Search 0