Ideas & Enhancements

11 Vote

User would like to be able to save a note in a case notes and not have it revert to the list view

User would like to be able to save a note in a case and not have it revert to the list view. User would like to save in the case note and not have to reopen it from the list view.

Created 06 Aug 15:52

General

1 Future consideration
9 Vote

Neos: Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day

Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day EX: You save a report with a filter for the past month and it specifically defines a start/end day 30 days to current day. It w...

Created 22 Apr 21:46

General

0
10 Vote

Ability to Tag Neos Case in Outlook Calendar Appointment from a Shared Calendar

We need to the option to tag a case when creating an appointment in Outlook Calendar for a shared calendar we have editing rights to. Currently, we can only tag a case in Outlook if it is in our calendar and not a shared calendar. If we create the...

Created 25 Nov 17:31

General

1
10 Vote

Cloud: Allow Staff Permissions to be Copied from One User to Another.

Staff permissions should be able to be copied from on user to another, like in the previous versions of Needles.

Created 18 Sep 15:37

General

0
9 Vote

Default setting for drop downs

Users should be able to set a default type for any drop down field to streamline the process and be more efficient. In what we do, a majority of the time the same "type" is selected from the field. It would be more efficient if the user could set ...

Created 10 Feb 14:34

General

0
9 Vote

Neos Checklist Notes

Would like the ability to add notes to Checklist Items in Neos

Created 27 Jan 19:53

General

0
9 Vote

User would like to have a label on providers when searching to see that intake has been rejected

Instead of going in to intake manager and click rejected they want it to appear in the main search when looking up a client or provider.

Created 19 Jan 21:15

General

0
10 Vote

Being able to send documents to other parties in the case just like note tab.

When you are in the note tab and and viewing the note you click action > email note to contact your able to send the note to the other parties in the case. The user wants to be able to do the same with the document tab rather than copying and p...

Created 20 Jul 16:08

General

2 Future consideration
9 Vote

Ability to Modify Calendar Appointments Scheduled by Inactive Staff Member

Currently we schedule SOLs, Deadlines, and Court Hearings/Trials on the calendar, however we are calendaring things 1-2 yrs out. If that deadline or court hearing changes and the person that scheduled it no longer works here, we are unable to modi...

Created 20 Nov 22:25

General

0
8 Vote

user would like the able to edit/ resize columns in report layout and save it

Currently in neos if a user resizes a few columns and clicks in to a case. When they go back to report details the layout reverts they changes they made. Along with if they drag columns to the top.

Created 20 Apr 17:19

General

3