Ideas & Enhancements

7 Vote

Make the cursor default more logical/intuitive

Example: in the "Select a document" box when generating a document, the cursor should default to the first search box (in this case, document #). When you clicked on generate document in 4.x, users knew you could start typing the doc number right ...

Created 10 May 16:08

General / Search

1
5 Vote

NEOS - Search Preview Isn't Showing Full Address

The preview pane the pops out of the right side of the search window when you click on someone doesn't show the full address in the "Address" section. It only shows address line one.

Created 26 Oct 19:37

General

1
5 Vote

NEOS - Select All Option on List Tabs

At the moment, there is no way to quickly select everything on a list tab to apply bulk actions too. A select all feature would be nice.

Created 26 Oct 18:39

General

0
5 Vote

NEOS - Modify the Size of Sections on Needles Today

Currently no ability to modify the sections that exist on Needles Today or what size they are. In Needles 4 and 5 you could turn on and off the Calendar or Checklist Summary sections.

Created 26 Oct 18:27

General

1
5 Vote

Calendar - make the appointment the full color of type

The super small color circle next to the appointment name is not very useful. Please make the entire appointment box the color of the appointment type like in Needles 5.

Created 22 Oct 13:59

General

0
5 Vote

NEOS: Default Calendar Status When Inputting Items

It would be nice if you could set a status for the calendar to default to when you are adding a new item.

Created 28 Sep 14:16

General

0 Planning to Implement
5 Vote

Neos - Under Name Search, add Alt Case # and Synopsis

Under Name Search, add Alt Case # and Synopsis so it is easier to identify cases

Created 15 Sep 18:35

General / Search

0
6 Vote

Needles today should auto refresh itself or at least prompt a refresh

Needles Today doesn't prompt you to refresh or update after you've made a change. You have to close it out and reopen to have a checklist change reflected. Previously, it would allow you go Save or give you a response to refresh the screen. Now th...

Created 08 Oct 15:54

General

1
5 Vote

Cloud User would like to be able to add more then one mobile cell phone in the party tab

When going to the party tab and selecting type she can add a customer type but can't add more than one mobile phone type

Created 06 Aug 16:10

General

0
6 Vote

Allow Only Open Calendar Items to show on Needles Today Calendar

When you add a new calendar entry on a date when there was a settled, cancelled, or otherwise inactive entry, a conflict check pops up. It would be helpful if this feature could be bypassed for inactive calendar entries.

Created 09 Sep 20:36

General

1