Ideas & Enhancements
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Single space formatting of tagged emails to the Notes tab should be an option

When you tag an email to a case and it shows up in the case tab, it is double spaced and you can't easily make it single spaced. It would be useful if we could have an option to change the formatting to make it single spaced.
Guest over 2 years ago in  0

Messages Tab should refresh after reading message

When you view a message from the Messages Tab, either from Preview or detail window, the list should refresh to show that message had been read. Currently it remains Bold to show unread until you move to another tab.
Guest over 2 years ago in  0

Marking Documents as Action Required

Would like the functionality to create a Checklist item with a due date tied to a Document in the Documents tab for 'Action Required' document items.
Guest over 2 years ago in  0

Neos- Ability to toggle between Case and Intake checklist items on Needles Today screen

Currently on the checklist summary you have the ability to filter between Case and Intake checklist items. It would be nice to see the same option available on Needles Today.
Guest over 2 years ago in  0

Cloud: View another staff initials on party flyout menu

When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.
Guest about 4 years ago in General / Search 1

Bulk link related documents

It is cumbersome to "relate" documents to one another. It would be nice if the "Bulk Actions" allowed you to link multiple documents at once.
Guest over 1 year ago in  1

Provide a more descriptive error message in lay terms

When attempting to modify the Intake Pro "Intakes Grouped by Stage Dashboard" tile/report by clicking on View Query and adding a date range to the Intake Date Start and End dates, the user is presented with a red toast error "you can not modify or...
Guest over 1 year ago in  0

Additional Address types for providers

Currently, "Business" and "Home" are the only address type options for providers. Many have multiple locations, separate billing addresses, etc. I couldn't find a mini directory that would allow adding new items. Can you make this possible? thanks!
Guest over 2 years ago in  2 Already exists

Add search parameter for date requested on Records Reports

It would help record follow up if we could filter by only records requested more than 30 days ago.
Guest over 1 year ago in  0

Notes column within the documents tab

You can't add a notes column. It would be nice to add that column.
Guest almost 3 years ago in Document Management 0