Neos - Add a report for Summary of Exported Checks from N4/N5 with a date range, so a firm can see the checks that were exported the day before, and not just requested.
Should Not auto-populate value in multi-pick list tag. Tags that pull a list of providers should not auto-populate when there is only one value. Example tag: [[ Provider Full Name | Case.ValueItems.Provider.FullNameFirstLast | Medical 2 ]]
Neos - Staff 2 should be listed in Case Search or preview
The Neos case search feature displays case rows and preview, but to access other Staff assigned to cases, you have to enter the case, click on Case tab and scroll down. It would be great to have the ability to show certain staff in the Search rows...
Drop Down on Search box showing last Searches - I frequently need to search for the same term a few times in a short period (ie working on something, a call comes in and I need to search for the call, then go back to what I was doing). It would be...
Reports that pull information such as Value Notes, Pay Rates, Totals, Hours, etc would allow timekeeping reports to be much more detailed and quicker to bill.
Sometimes our clients prefer to be contacted via text, email, etc, versus being mailed. A section to select our client's preferred mode of contact would be beneficial.
Neos: Add more preset options to date filter such as current calendar month
Add more preset options to date filter such as current calendar month Past month is actually the past 30 days. Would like a current month option that no matter what day of the month it is, it sets to the first and last day of the current calendar ...
Currently inside of the Needles 5 MS Word add-in, you are able to post the file to the case; however, there is no way for a user to be able to choose a category or any additional information for this document to come over with. It would be best to...
Similar to the current 5.0 permissions to Others' Calendars, Intakes and Messages. We should have limitations to Others' Checklists to prevent people from being able to modify, delete, etc. checklist items assigned to others, but still allow them ...
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