Neos Today Calendar - Only show items that are Open
As calendar events are marked as Done or Canceled, they should be removed from the Neos Today calendar as they are no longer required for the day. the user should have an easy place to go to see what is active for the day, which is what Neos Today...
We just started using texting and that adds alot to the "all notes" we would like of we could default to the general notes tab. OR, if texts would only be saved to the text message tab and not both text and all notes.
Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...
Many clients include emojis in their texts back to us, and they show up in the system as question marks (?). If the system to translate them to the correct character (or even read them into the system the way voice-assisted messaging does), that w...
Neos Insurance Tab: Add option to duplicate, like we have on the document tab.
There may be times I will need the same insurance in a single case more than once. Duplicate would save us the time of re-entering the insurance info from scratch.
Email Tagging by Date and Time of Email, not time of tag
Currently, when you tag an email, it imports the information into NEOS based upon the date and time you tag the email. With multiple emails often coming in at all hours, it would be best to have the tag read from the email header and tag based upo...
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