Ability to Copy Value Providers to Multiple Value Entries
Add ability to bulk-add multiple value entries with the same Value provider (for instance, a client has 12 visits/charges at a provider - we will need 12 value entries and would prefer not to have to search for the Same provider each time)
User would like a drop down of suggested providers in the medical records tab
Can providers that are already in the Value screen become a drop down tab when entering the providers in the Medical records tab? That way it pulls the correct location instantly, instead of having to type out the provider, look for the right addr...
Topic field in Notes is copied from subject line in linked Outlook emails
Right now the notes "topic" column is useless as one must open each item to see the subject of the topic. It would be grand if Assembly Legal could automatically transfer the subject line of the Outlook email into the topic column of the linked em...
It appears once a case is closed in Neos, we are unable to run a "Value Summary Information for a Case - Paid by Subtotals" Report. Why is this feature not available once you put a closed date in "Closed" box? There are times we need to go back an...
Neos - Add ability to filter Dashboards by "Our Client"
In reports, you can filter different reports by "Our Client", however this same filter is not available for Dashboards. Would love to see this available in Dashboards as well.
It would be nice if, when you click add on a new note, that Needles defaulted the cursor into the topic box so you could just start typing.
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