Ideas & Enhancements

8 Vote

Add Ability to Search Calendar

Customers would like to be able to search the name of the event or a name and see all events with that keyword

Created 13 Jun 19:18

General / Search

1
7 Vote

"TAB" key function

Would like the "tab" function to work more easily with Needles

Created 04 Feb 17:18

General

2
6 Vote

Being able to export the settlement memo as a word document as well

The client want to be able to export the settlemenet memo in a word format so they can modify it further if needed.

Created 29 Sep 14:28

General

3
6 Vote

Layout Manager: Allow Items to be Placed Horizontally, as well as Vertically

#99495: Currently, users can move items vertically in the layout manager. The user requests to have the ability to move items horizontally, and place them beside each other.

Created 28 Sep 16:21

General

1
6 Vote

Being able to check select all or de-select all when exporting check to QB

The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...

Created 05 Aug 22:25

General

0 Already exists
5 Vote

Share Cloud Documents like Dropbox

We would like the functionality to share cloud documents more like Dropbox. In dropbox I can create a folder and add whatever documents, images, videos, etc I want to share, then share/copy a link to the folder with other people. In Neos, I can Em...

Created 20 Apr 13:14

General

0
5 Vote

Click on Name ID to pull up Provider Card/List of other cases

It would be very efficient if one could click on the Name ID of a party and automatically pull up the Provider Card and/or list of cases which they are attached. We have many clients who have current and prior cases which we would like to access q...

Created 20 Apr 12:57

General

0
5 Vote

Save button

Instead of seeing "you have unsaved changes, do you want to leave", there should be a save button on that same unsaved changes window.

Created 16 Apr 16:02

General

0
5 Vote

Custom sorting reports & Value tab entries

Our firm handles personal injury case. We have a heavy medical records data entry. Certain reports we use (ex: Summary of Medical) you can sort by entryID, to - from; however, it will not allow us to sort in chronological order of treatment. The r...

Created 08 Apr 12:47

General

1
5 Vote

Neos: Add friendly warning/error when attempting to email a document that is too large for email

Add friendly warning/error when attempting to email a document that is too large for email or too large to be recommended for email, such as 15MB+

Created 07 Apr 22:00

General

0