Remove the donut chart from value item details that appears after a transaction has been added. It often pushes the super important DUE field off the screen.
Notes Tab should allow printing of multiple notes by "checking "them off - Bulk options should allow printing
The purpose of this program should be to make things easier to do -- There may be a specific report for printing case notes, but that is too many steps -- it needs to be a simple process that is on the Notes Tab -- either adding "Print" to the bul...
We should be able to select multiple emails for a case and tag them all at the same time. For some older cases there are hundreds and to do them one by one means they may never make it to Neos because no one has time for that. Especially when an e...
It would be beneficial to admins and layout designers to be able to click on the title of the case fields or a detail button that would show all the case types that the Case fields or mini directory are used in with out having to create custom rep...
Option to Retain Payment Information when a check request is deleted
We would like to take advantage of the check request functionality in Neos without using an accounting interface. When we have processed the check request, we would like to be able to delete the check request without the payment being deleted in t...
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