Assigning checklists or auxiliary checklists to a specific user for all cases
It would be beneficial for the new premium texting feature if you could assign certain checklist items to a user. Then when anyone adds that checklist it auto populates to that user. Just like when you assign cases, you can assign specific people ...
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...
Many healthcare practices have several different locations that are all under the same name. It would be nice to have the name of the entire practice as the provider and then contact information for different locations grouped together. For instan...
It would be great if you could see the text communication under a separate tab in the case. Similiar to how you see "docs" or "notes". makes it easier to find the text communication and communicate with the client regarding their case.
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...
Make Date Calculator accessible from anywhere in Neos
We really like using the date calculator, but it's only accessible on date fields - sometimes we like to calculate dates for other reasons, so we'd like to have that calculator accessible from anywhere in Neos. If it could be added to the sidebar,...
Please make a default setting for phone, email and addresses.
As legal professionals, we don't delete records or anything from files. It would be nice to have a default check box to indicate a current email, phone or address to use.
0
0
0
