Ideas & Enhancements

1 Vote

Neos - Add Filter for Staff Dropdown For Message Inbox Viewing

When you want to view another staff member's Message Inbox, the staff dropdown should have a filter option for easy searching.

Created 03 Dec 16:37

General

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1 Vote

Providers copy name and address formatting when copying from Provider card

User would like it to look like this For example: Mickey Mouse, 111 First Street Orlando, FL 33881 instead of Mickey Mouse 111 First Street Orlando, FL 33881

Created 24 Nov 16:47

General

0
1 Vote

Needles 5 Staff Permissions - Limit Case Access

The ability to limit case access to cases they're assigned to.Needles 4 you can set permissions to "D" where they can only access their specific cases, while in 5 you cannot.

Created 20 Nov 16:55

General

0
1 Vote

When date is not properly entered a form cannot be saved. It would help to highlight the improper entry.

when completing a form, if one field contains data not properly entered, the form will not save. If that field can be highlighted, it will make locating the field and changing the entry easier and save time.

Created 09 Nov 22:30

General

0
1 Vote

Neos: Suggested layout for List Multi-Record

When using the multi-record list feature, it is not ideal to use when the list is for sending to multiple counsel. When the list is created (3rd image), the name and full address are side-by-side instead on top of each other. When creating columns...

Created 03 Nov 21:38

General

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1 Vote

User wants a totals by co pay, pip and write off in a medical providers report just like it was in needles 5

User wants a totals by co pay, pip and write off in a medical summary providers report just like it was in needles 5

Created 03 Nov 18:29

General

0
1 Vote

NEOS - Address Info Box Column Modification

Ability to modify which columns are shown in the "Address Information" section. Many firms do not use the "name" or "Salutation" sections and it would be nice to be able to turn them off.

Created 26 Oct 18:35

General

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1 Vote

Neos - Rename category and type they do not make common sense

Type in Neos = the folder in sharepoint Category = the type of item the template represents (demand, letter, etc) Tag = semi redundant of Category The names should be changed to be clear to what each refers. People using needles are not programmer...

Created 22 Oct 14:14

General

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1 Vote

Neos - Email Docs other than PDFS

Would like to be able to e-mail any doc in the case docs tab as an attachment, not just PDFs.

Created 20 Oct 20:54

General

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1 Vote

Text Messaging reminders for staff calendar entries

Some attorneys and office staff prefer text messaging reminders for their appointments instead of email reminders due to the abundance of emails received on a daily basis.

Created 19 Oct 20:08

General

1