Ideas & Enhancements

6 Vote

Neos - Companion Case Tab needs signal icon

Need a visual signal for when a case is a member of a companion group without having to click on the companion tab - a checkmark or similar next to the tab in the menu, for example, if data exists in the tab.

Created 16 Jul 21:10

General

0
7 Vote

Direct Scan to a Case without Automatic Folder Naming

At the moment, the only way to scan directly into a case is if there is a default document path set for that case. This is only set by the auto folder naming feature and there is no manual way to set this. If a case is selected for scanning that d...

Created 01 Oct 17:27

General

1
6 Vote

Cloud: Negotiations Tab Shouldn't Require Carrier and Adjuster Information.

You should not have to fill in the carrier and adjuster information each time in the negotiations tab. You should be able to select them from a drop down of some sort that ties back to the insurance/counsel tabs.

Created 17 Jun 21:12

General

0
5 Vote

Flag important notes

Would be helpful to "favorite" or flag multiple notes that contain important/helpful info to be referenced throughout a case.

Created 12 Mar 20:57

General

0
6 Vote

Neos - Need to be able to email Birthday cards to specific month date ranges

Currently, the only available method for birthday cards is to export a report and use the CSV to do a Word Mail Merge and print to mail cards. This is needed for email ability. Need to be able to send birthday emails to customers.

Created 04 Jun 21:04

General

1
7 Vote

All Day Event Display & Untimed Events

All day events currently work like untimed events in Needles 4 used to. They hide at the top of the screen and don't throw any scheduling conflicts. This is a good functionality of untimed events and should be kept in Needles 5 as untimed events, ...

Created 05 Sep 17:48

General

1
5 Vote

Neos - Advanced Search - Add Negotiation Date as a column option

Neos - Advanced Search - Add Negotiation Date as a column option

Created 01 Mar 22:44

General

0
5 Vote

Print Medical Notes

I need to print the entire medical note file for cases very frequently. Right now, all I can do is export it to excel and modify the document to what I need. It would be so much easier to be able to bulk print the medical tab.

Created 23 Feb 21:18

General

1
5 Vote

Neos: Add support for sorting in the Documents Tab - Folder View

Neos: Add support for sorting in the Documents Tab - Folder View Sorting is only supported in the List View. Please add sorting for Folder View.

Created 22 Feb 17:43

General

2
7 Vote

Needles Addin - Post Date and Time of Email instead of Note

Email Posting Date / Time: I wish that when you posted an email to a Needles matter that it used the date and time stamp on the email as opposed to the date and time that the note was entered.

Created 22 Aug 15:26

General

0