Ideas & Enhancements
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8
Vote
Neos - Copy Calendar Item
If I am creating a new calendar event from a previous event but just changing the date, I cannot copy it like I could in Needles 5 and change the date. I now have to create an entirely new Calendar event when all I need to do is change the date. I...
Created 23 Feb 21:11
General
2
7
Vote
Neos - Being able to filter the Search
Would like to be able to filter open/closed cases within the main search instead of using the browse cases or the advanced search.
Created 05 Aug 20:13
0
2
Vote
Display notes in Value tab list view.
Value items should have a column to show the most recent note left, or have a column where an icon denotes if an item has a note on it.
Created 31 Oct 14:54
0
2
Vote
Case number should transfer from Neos into Quickbooks Online
When a client is opened in QuickBooks Online from a check written in Neos, the case number does not show in the client information. It shows in the description line of the check but the information does not transfer to the client's profile info. T...
Created 30 Oct 14:35
1
2
Vote
May we have a CM intake call tab, and then the info be pulled to the other tabs and put in the many other tabs? It is very distracting to go through each tab on a call when trying to make notes, and read the accident report. One list of questions on on tab would be helpful to allow a continued thought of communication versus the distraction on waiting on tabs to open when in the middle of a conversation.
No description provided
Created 30 Oct 13:34
0
4
Vote
Case Date Layout
Would like to be able to modify the lay out for case dates. Currently you can't even control what dates show up in what column. It would be great to group relevant case dates under specific columns
Created 06 Dec 23:16
0
6
Vote
Copy Permission Groups from 1 group to another
It would be easier if you can copy permission groups from 1 group to another instead of having to start from scratch each time.
Created 12 Jan 15:56
0
5
Vote
Auto Save Notes
Allow ability to Auto-Save notes in Neos, we had a power outage that wiped out the power for the whole office at the firm, those int he middle of writing notes lost their entire notes.
Created 24 Jun 15:46
2
4
Vote
Modify text in Records box (bold, italic, font size)
Being able to bold, underline, etc. would save a lot of time during document generation so that the text could already pull in the correct format.
Created 05 Dec 17:17
0
12
Vote
Voice Recognition for entering data into Needles
Be able to search Needles cases, enter new Notes, and jump from tab to tab and edit without keystrokes.
Created 30 Apr 18:46
General
0
Future consideration
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