Ideas & Enhancements

1 Vote

Neos - Hovering over Notes body should provide body preview

To view a note body from the grid view of the Notes tab, you have to click or open the note. This takes away the ability to click on "New Note" without exiting the previewed note first. Chrome has a built-in functionality that allows to preview te...

Created 04 Jun 16:33

General

0
1 Vote

Cloud - Limit Case Type Access ONLY When Opening Cases

There are many cases where it does not matter what cases employees look at, and even cases where they need to be able to access cases of all types, but I only want them to be able to open cases of certain types. I want cases of all types to be abl...

Created 02 Jun 16:13

General

0
1 Vote

Cloud - Notification User has logged in

After the 5-26-20 update after logging into the program and the Needles Today screen loads the user sees a green notification window showing "Logged In". It is redundant to see this notification.

Created 28 May 11:44

General

0
1 Vote

Cloud: Search Screen Results

#85083: Alexis Napier (David and Associates) When searching a client the search screen shows the city where the client lives. It would be most helpful to our practice if it showed the office that this case belongs to which we note under the case t...

Created 13 May 19:55

General / Search

2
1 Vote

Cloud - Support Room/Resource Calendars

Add support for room/group/resource calendars

Created 11 May 19:58

General

0
1 Vote

Pop out cuts off date, confusing

When doing a search and using the pop out the date format is cut off and makes reading dates difficult (and now that its 2020) often confusing.

Created 08 May 16:50

General / Search

0
1 Vote

"Intakes By Case Type" Tile - Totals

#84103: Ian Waldron (ian@davislawgroupseattle.com - Davis Law Group, PS) "The intakes by case type tile is great but it needs an area for a summarized total of all intakes in that view. For example, the total intakes in the view in my attached scr...

Created 05 May 20:16

General

0
1 Vote

Manually Set Default Document Path

The only way to set a default document path for a case is to have Automatic Folder Naming on. It would be much better to be able to browse to a filepath and have Needles use that as your default document path.

Created 05 May 13:58

General

0
1 Vote

Neos - Remove Timestamp from Reprots

Remove the timestamp from the date field in all reports

Created 04 May 15:14

General

0
1 Vote

Neos - CHange Colors of Checklist 'Done' Checkmark

Checkmark indicating Neos checklist item is 'Done' is too faint, can cause issues with checklist status

Created 04 May 15:13

General

0