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 ...
Transaction autofill should not touch fields that we have already filled in ourselves.
When adding a Transaction to a Value item, the fields are autofilled. This by itself is fine, however the issue arises when we manually fill out a field and then filling in another field prompts Neos to retroactively overwrite the previously fille...
Adding a Notes Report Button to the Case Notes Tab
Is it possible to make a report button in the Case Notes tab that can generate a PDF report of the case notes. Having something like the Settlement Memo button in the Value tab would be good to have.
You don’t always meet good people. There are times when you have negative people around you but you cannot do anything about it. I often like to laugh it out even at the rude remarks thrown at me but I think now it’s enough and I must deal with th...
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