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Message presentation in Neos

#124479. Fetterman and Associates. Silvia Falconi would like to see the presentation of messages in Neos to be more cleaned up when they are posted from emails. She included an email of what she means. She things the information is unnecessary.
Guest about 3 years ago in Messages 0

Merge Document Title Name Length

The 40-character limit for document titles is a little prohibative. Taking into consideration the maximum file path limit in windows of 260-characters, an extension of this limit to 100 or 150-characters should be no issue.
Guest over 4 years ago in General 0

Reports should also pull the providers card when clicking on the provider's name

Reports - Records Outstanding by Provider- I have run this report for all providers (no parameters) and the results return a large number of providers as expected. If I click on a provider I would expect it to open the providers card, but it just ...
Guest over 4 years ago in General 0

Dashboard - Add ability to double click to jump to case

Add ability to double click to jump to case
Guest about 3 years ago in General 0

Export Mini-Directory Data to CSV/PDF

It would be an extremely useful feature to be able to port the data, and options that are made in a mini-directory to a CSV file, or PDF. There are moments in time where different staff need to be aware of what categories are needed to be used on ...
Guest about 3 years ago in General 0

referral Tracking

This will help keep track of referrals and fees owed.
Guest over 4 years ago in Auditing 0

Neos - Add ability to have instructional text on tabs

In N4/N5 users could add instructional text to tabs in the tab set up - this would be to provide instructions to staff on how to enter data on the screen. The text would display above or below actual data entry fields.
Guest about 3 years ago in General 0

BI Software Integration

Mr. Keener from the Keener Law Firm wants to suggest that we integrate some BI software with Neos because he likes to generate charts and graphs. Also, he was suggesting if Neos would be able to in the future be able to generate charts and graphs....
Guest about 3 years ago in Integrations 0

Alternate AKA's

It would be great if you could add multiple AKA's. It's not uncommon for people to marry multiple times and/or to have really long names, or hyphenated names. Allowing for multiple AKAs would allow for better client tracking and less erroneous ent...
Guest about 3 years ago in General 0

Bold Face Categories

It would be great if we could bold face the subcategories in each Tab so they stand out as you're scrolling through the page.
Guest about 3 years ago in General 0