Neos - Dashboards - add ability to Filter by 'How Resolved' under Insurance
Need the ability to filter by the field 'How Resolved' on the Insurance tab when creating a custom tile. Primary Record: Insurance Select Filters: add option for 'How Resolved'
Neos - Dashboards - Be able to edit Chart Type after creating a tile
After you create a tile and save, you are unable to edit the Chart Type. It would be great to be able to do so in order to change the view of the data.
Neos - Firm Preferences - Ability to Add multiple addresses and designate 1 as primary/principle address
Many firms have multiple addresses. Under Firm Preferences, it would be helpful to ahve the abhility to add mulltiple addresses, but be able to designate 1 as the primary. This could be helpful in merge template coding as well.
Neos - Ability to Mass Update Template Set Up - Document Category & Type Fields
It would be helpful to have the ability to mass update the Document Category under Template set Up. Right now, you have to go into each individual item in order to update the category. Settings>Templates>Choose A Document>Choose CAtegory ...
Per Amanda Mello (Amanda@Orabonalaw.com) at Orabona Law Offices PC: This would keep firms from creating tickets for issues, because they currently assume that they can complete tasks that are listed in the triage reports.
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