adding "notify staff member" option when checklist item is completed/marked done
If there could be a way that under the checklist details, there is an option to notify a staff member, or multiple members, when an item is marked done. this would be especially helpful when one gets assigned a TDO and the assigning member needs t...
Bulk Action option to mark multiple items as N/A in the Checklist Summary
It would be convenient to be able to have an option to bulk mark items in the Checklist Summary as 'N/A' instead of marking each item individually. Please consider adding this to a future update to Neos.
Please add the ability to search the address book by zip code. This is especially helpful when searching providers that may be nearby for a client. We have the zip code ability in the main search, but having that ability in a list view will be muc...
can we have a document count for each of the topics? When importing a large number of documents, it is helpful to have a document count as a double-check to ensure that all were uploaded to NEOS. Thanks!
When using the PDF Editor to add the user's signature to a PDF, the user must re-upload his or her signature for each document.
Within the PDF Editor, when a User has "uploaded" their signature to a PDF editor within a case, it should remain available for all PDFs accessed via the PDF Editor in the case's case docs. It is very misleading, as there is a drop-down arrow next...
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