If entering values on the values tab, those values should be able to be pulled into an excel spreadsheet. We use excel for our settlement worksheets because it does all of the math for you and it's easier and looks better than the settlement sheet...
Make the task code a required field, or if the user has a default rate, automatically populate the billable amount based on that rather than waiting for a task code to be selected.
When a task code is set, the rate is auto entered, and the billable amount is calculated but it is not a required field. It would be helpful to make it a required field OR to automatically populate the staff billable rate so it does not cause $0 b...
It would be a welcoming feature for users to be able to add, change, and remove information from the Needles Today screen. For instance, a user may not always have checklist item's or appointments on their calendar, or may require other useful inf...
Pull User Information and Signature from Staff Profile when using PDF-Editor
With multiple users commenting on PDFs in PDF-editor, it would be more useful to show who made the comments. Currently, it always shows it as "Guest" no matter who make comments/annotates etc. It would also be more efficient to load and have the u...
Have different options including an interactive in Neos University
Since different people learn differently, it would be nice if there was a text only or video only series for the Neos Universities. Also, an interactive interface that we can go in and try things (mostly for Neos University) since if we make any o...
Please add a create new or add another entry option to the Value Entry page so that we do not have to go back to the main value tab to add more transactions. Bonus points if we can "add for same provider" or "add for other provider." Adding bills ...
Search for email address when posting emails to Neos
Neos should search automatically for the incoming email address when posting to Neos so that it brings up a client's case automatically without extra searching.
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