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Click into case from Neos Message

We should be able to add plain text in the design editor to give information and instructions on filing out information in the case. We have the ability to insert legacy text from our Needles 5 but not create new fields with just text.
Guest over 2 years ago in General 0

Neos - Advanced Search- Allow for Subgrouping

In the advanced search - should allow for sub groupings - grouping inside of a grouping, so if I grouped by Case Type, I can then also group by another column such as setttlement amount count.
Guest over 2 years ago in General 0

Neos - Add 'Policy Number' as a search Option

Add Insurance Tab 'Policy Number' as a search option
Guest over 2 years ago in General / Search 0

User would like to able to follow up on notes in the notes tab

User would like to be able to follow up on notes in neos. They would like something like a follow up button or create a task for notes to be followed up on by date and time.
Guest over 2 years ago in General 0

User would like to be able to edit stop time in a time task without editing time spent

When clicking new time task he put in the start time and it calculates. He has to change the time spent. he would like to be able to adjust the stope time.
Guest over 2 years ago in General 0

Neos: Tags for Notes

Like the Case Docs tab, it would be helpful to tag (and filter by tags) for Notes, as well. I may have done a "Client-Call" but gotten a lot of information during that call that relates to several different issues or areas in a case -- tags would ...
Guest over 2 years ago in  0

Noes - Permission Groups - Display Names of Users in Permission Groups for easy access

In permission group settings now, the default is to show the number of people in the group, and you must open the dropdowqn adn scroll through to see names of users. For larger firms, the user list is longer. It would be easier to just see the nam...
Guest over 2 years ago in General 0

Neos - Dashboards - Add options of Count, Sum, or % listed on Bar Charts

On bar charts int he dashboards, it would be great to add the ability to see Count, Sum, or % when hovering over the chart
Guest over 2 years ago in General 0

Neos - Add additional dashboard refresh rates

Add more Refresh Rate Options to dashboards - ex: 30 minutes, 1 hour, 4 hours ,etc.
Guest over 2 years ago in Auditing 0

Neos - Add Filter for Staff Dropdown For Message Inbox Viewing

When you want to view another staff member's Message Inbox, the staff dropdown should have a filter option for easy searching.
Guest over 2 years ago in General 0