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Settlement View Value Tab

PLEASE BRING BACK THE SETTLEMENT VIEW IN THE VALUE TAB! CANNOT BELIEVE THIS IS GONE
Guest 7 months ago in  3
101 VOTE

Auto-refresh of the Neos Today Checklist

It would be useful if the Neos Today Checklist auto-refreshed after a checklist item has been edited instead of having to manually having to refresh.
Guest about 2 years ago in Checklist 15

Value Tab- Have the list pull items in chronological order.

It would be helpful to have the list be able to pull the medical providers into documents from the value tab in chronological order of treatment rather than in random order.
Guest 7 months ago in  3

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.
Guest about 1 month ago in  3

Email from case, add assigned staff to list of emails, allow CC and BCC.

Email from case, add assigned staff to list of emails, allow CC and BCC.
Guest 4 months ago in  2

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
Guest about 1 year ago in  8

Be able to use the "tab" key to move from to, to cc, etc.

No description provided
Guest 27 days ago in  0

Option to select "type" when creating a note from the value tab.

In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.
Guest 4 months ago in  2

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.
Guest almost 2 years ago in Companion Cases 23

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.
Guest about 2 months ago in  2