When selecting a client with multiple cases, the active one is selected not a closed one. If there are two active cases then a pop up will occur to allow for the selection of the case you want.
As the case gets to a certain class code, we would like to have the ability to automatically change the security to areas like the Value tab / Insurance / Negotiation /etc. so that as we are working on settlement memos only a select group of peopl...
Presently, when generating a document, the document generation window covers up all Neos info. When completing the selections and fill ins, you cannot see the case information in Neos without opening a new instance of Neos. It would be nice to be ...
Sometimes a duplicate provider entry gets made, and one will have the phone number only and the other will have the address only. Would love a MERGE function where the two can be combined with selection options for what data to keep, and auto-dele...
From what I have found there are three ways to print an envelope from a Neos generated template; however, all three are not ideal. Create a template with a second page formatted as an envelope. Once the document is generated, open in Word. Print t...
Dashboard Tiles - When adding new tiles to a dashboard, add them to the bottom. Also add a sort option.
Right now, the dashboard tiles do not hold their position. When you add new tiles, all tiles shift and you have to reorganize them all. Please make it easier to retain layout or add a sort option.
Neos user defined fields for providers in advanced search
You currently cannot filter on or view user defined fields in providers in advanced search. Please add the ability to do this just like you can with cases. Our firm uses fields for court reporters for example to keep track of rates charged, and I ...
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