In Needles 4 - this red flag section actually turned red when something was put into it so it stands out. With Neos the bar is a dull gray and easily missed. Would like to either have the whole bar with a colored background or have the text red so...
Please consider implementing the ability to mass-update provider roles similar to how Case info can be mass updated from Advanced Search. This will make bulk-updates to providers very convenient and less time consuming than the current process.
Add Phone number, and email address of who texted to saved note.
Currently inside of Neos, when you send a text message to a client it is saved as a note; however, the phone number and the email of who texted are not saved to this note. This leaves a gap in the information of what phone number was texted and wh...
Neos: Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day
Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day EX: You save a report with a filter for the past month and it specifically defines a start/end day 30 days to current day. It w...
Typically, incoming mail is bulk scanned and separated into files. You should be able to bulk imput those docs into the system. So when you dragged 10 documents over you could have multiple inputs to put the items into many cases at once. You also...
Neos - Post new note to all companion cases without copying the note after it has been created
Currently, you have to create a note for 1 case and then copy it using the Bulk Action menu from the case note list view. It would be nice to see ability to attach notes to companion cases while it is being created.
Users should be able to set a default type for any drop down field to streamline the process and be more efficient. In what we do, a majority of the time the same "type" is selected from the field. It would be more efficient if the user could set ...
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