Ideas & Enhancements

16 Vote

The Neos logo over the sidebar should take you to the Home Screen

You should be able to click on the icon and take you back to the home screen with your appointments and checklists

Created 20 Mar 13:39

General

1 Shipped
13 Vote

Neos - Remove 'Add Note' Button from Header

Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.

Created 25 Sep 14:45

General

1 Shipped
13 Vote

Expand the size of the comment text box for user defined tabs.

Expand the size of the comment text box for user defined tabs. If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data ...

Created 07 Jul 16:21

General

1 Shipped
11 Vote

NEOS - Show Party Role

Search should show the parties role in a case in the boxes that appear to list the cases that a party is affiliated with after you select a party.

Created 03 Aug 21:24

General

1 Shipped
9 Vote

Provider contact info should appear on Value Tab Entries

When following up with providers, it would be helpful to have the contact info and all the payment / account data on the same page rather than having to flip back and forth.

Created 08 Apr 18:38

General

1 Shipped
10 Vote

Change font color from gray to black for better visibility

Right now it is a faint gray, and we are finding it very difficult to read. We would like to adjust it to be black.

Created 17 Aug 14:39

General

0 Shipped
10 Vote

SaaS - Ability to toggle through notes

Add ability to toggle through notes with a front/back arrow as in 4x and 5x

Created 02 Jul 12:06

General

0 Shipped
8 Vote

Add Party Phone & Email to Columns in Advanced Search

Add the ability to pull party phone and email into columns in Advanced Search

Created 25 Mar 19:58

General

1 Shipped
11 Vote

Double click date range to input todays date

In Needles 4x you could double click on a date and it would auto populate todays date. In 5x you have to either type out the date or select the calendar and then select the date. I think this should be implemented again as it will save time

Created 24 May 14:05

General

1 Shipped
8 Vote

NEOS - Name at top left of case

Name at top left of case when opened to stay as the primary on the case's name rather than changing. This just causes confusion as to who's case you are in at any given time.

Created 03 Aug 21:25

General

0 Shipped