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Adding More Columns to Standard Dashboard Reports

I use the report view of the dashboard charts for my attorney fees. I came across an issue where if two value items have the same values for all columns of the report then it will only show one on the report. The dashboard value seems correct but ...
Guest 10 months ago in  0

New search criteria for Advanced Search/Reports that show what changes were made by each staff in any case

This criteria should show what changes were made by any/specific staff on any case and should show what exact documents were changed if applicable. The new search criteria could possible pull from the activity feed of each case as the information ...
Guest 11 months ago in  0

Bulk Update on Text Messages

I upgraded to Premium texting. On the communications tab, I have over 900 prior text messages that are "Unassigned" bc they have no Note topic. Instead of having to go through each one, there should be a way to assign the same note topic to all "U...
Guest 11 months ago in  0

Status letters to generate and open automatically within the client's email

Status letters to generate and open automatically within the client's email
Guest 11 months ago in  0

Insurance Tab

If a person/case has multiple insurances available, it would be great if there was a box where you can select a numerical value to input the "order of priority" (receipt of premium) and view it from the list-view of the tab. This would help on mul...
Guest 11 months ago in  0

We should be able to send a text message to a provider, not just provider's that have a case assigned.

No description provided
Guest 11 months ago in  0

I need to be able to create a birthday party list and then print labels for marketing purposes.

We also did the same with the Holiday Card list in Needles. Printed labels. At this point I am doing birthday cards by hand and will not be sending Holiday Cards unless we can print from Neos.
Guest 11 months ago in  0

Rearrange the Phone and Text Tab in the Communications Portal

You should be allowed to rearranage the phone and text tab in the communications portal
Guest 11 months ago in  0

Mark Text Messages Unread

If someone accidentally clicks on another staff members text, it marks it as read. You should have the ability to make it unread so that the staff members know which texts have been addressed and which have not.
Guest 11 months ago in  0

Add option to toggle off/on the event time length when hovering over events in the Neos calendar

Users do not always want to see the time length when hovering over an event, please add a button or option to turn off/on the event time at will so users do not always have to see it and so it does not get in the way of a user reading an events name.
Guest 11 months ago in  0