Allow setting the source mini directory default value.
Currently, inside of Neos, you are able to add, modify, and remove entries from the Source/"How did you hear about us?" mini directory; however, if a user were to remove the "Other" as an option by disabling, or deleting this option it will contin...
Messages: If a case #is entered, it should put in the client name
Messages: If a case #is entered, it should automatically put in the client name. I have multiple messages that only have a case number and I have to open the case to see who the client is.
Please add support for changing the email address of any staff and preserving the historical calendar item assignments made to the old address. When changing a staff email, it would be best for the calendar event's in the system to update, and ref...
Would like to be able to edit the text within a calendar item's notes the same way one can do so in the notes tab. (i.e. changing text color, font, formatting etc)
When you use the search to find a case, it would be useful if you could see the staff assigned for example Case Manager. That way it would be easier to find who someone needs to talk to without the extra clicks of opening the case and trying to fi...
There needs to be an ability to change/update addresses for multiple providers that are associated with each other. For instance, an insurance or firm, changes their mailing address, we have to open each individual provider associated with that co...
To allow you to go back in time and restore a previous version of a Note that was lost due to a saving error. Functionality similar to O365 or Google Docs.
Please add the ability to use \* MERGEFORMAT within templates in Neos to get the documents to adhere to the formatting of the texts within the merge fields.
Document categories do not deselect with document type
Image #1 - I am choosing to do a bulk import on a file. When I make a doc type selection, I am only seeing the category options that have been assigned to that doc type, which is what I would want, since I don’t want to have to sort through a bunc...
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