Ideas & Enhancements

2 Vote

Create a Favorites list of often used reports

There are a large amount of reports and I only use a few. It would be nice to have some type of way to mark "my" reports as favorites. A button group on the ribbon would be most expedient, but even something in the Reports menu that would allow me...

Created 02 May 18:19

General

0
2 Vote

opening the Notes tab for the first time after opening the case, it should default to the list, not the last note.

After the case is open, it can return to the last note.

Created 25 Apr 16:41

General

0
2 Vote

Create a hyperlink to the summary list

Where appropriate, like Notes and Record/Requests, add hyperlinks to these items that will return the user to the summary list. While I know the notepad in the upper left corner of the window will do this, after decades of use I still go to the se...

Created 25 Apr 16:40

General

0
2 Vote

Cursor should start in the Task field of the time entry window when using Needles Time Tracking

Users are inclined to start typing when the time entry window opens. Currently you have to press the tab key several times or use the moust to click in the Task field to choose a selection.

Created 23 Apr 22:10

General

0
2 Vote

Add Open Case Docs to Ribbon

I open the clients "Case Docs" extremely frequently, but it's usually via explorer as I need to leave what ever tab I am currently working on (mostly records requests to see the actual docs) to perform the task in Needles. It would be nice to have...

Created 23 Apr 17:12

General

2
2 Vote

Graphic Dashboard For each case within the case.

Graphic Dashboard For each case within the case.

Created 19 Apr 14:07

General

0
1 Vote

Restrict Permissions on Case Open Date

It would be nice if I could block staff from changing the case open date. If they change the open date to hide how long they've had a file in their possession, it effects my life on desk reports.

Created 14 Apr 21:10

General

0
1 Vote

More Robust security

Case dates should not be changeable by everyone. For Example, I have a trial date case date that if someone changes would ccause a lot of problems

Created 06 Apr 15:32

General

0
1 Vote

Delete

No description provided

Created 31 Mar 19:57

General

0
1 Vote

Thumbnails of case docs on hover

It would be a huge time saver if Neos could show thumbnails of images and documents when hovering over a file in case docs.

Created 31 Mar 16:48

General

0