Needles 5.0 | Ideas & Enhancements

Report with Case Listings by Class Code and can sort by Class Code and Party Names

create a report (without having to export to excel) with Case Listings by Class Code where you have the cases sorted by Class Code and Party Names in alphabetical order?

Created 25 Apr 22:13

0

6 Vote

Add the ability to use an If statement and tags in a document that is inserted in a template using the Insertdoc tag. This allows the user to create one doc with IF statements and tags once instead of having to create in every template. This will also allow the user to edit one document when there are changes needed.

No description provided

Created 25 May 00:41

2

3 Vote

When generating multiple documents in bulk it appends the provider name at the end

When you generate documents in bulk that's has a provider prompt it will append the provider name at the end of the document regardless of whether or not you edit the name of the document before generating it. Making us have to go back and edit th...

Created 19 Jul 20:59

1

1 Vote

Foxit Integration

It would be nice to open PDFs directly to Foxit desktop or web application directly from documents tab.

Created 23 Apr 20:30

0

7 Vote

NEOS - "Group By" option in other list tabs

There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.

Created 07 Oct 18:08

General

0 Planning to Implement

3 Vote

Value tab calendar having a today option

At the bottom of an entry on the value tab there is an entry for the date and the initials of the user making the most recent changes. If there is a button that updates the calendar to today, it would make it easier to update the value tab entries...

Created 16 Feb 16:14

0

3 Vote

Mass Update Provider Emails

A user would like to be able to Mass Update Provider cards to change and add emails to them in case there's a change that applies to multiple entries. Example: One provider has many offices and therefor has many provider cards. When they need to u...

Created 14 Feb 18:15

0

Ideas & Enhancements

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Filter by category

Report with Case Listings by Class Code and can sort by Class Code and Party Names

Mailing Label Report - Allow for choosing layout of labels

Remove the Neos Contact ID When Printing Checks

Saved advanced search retains sorting

When generating multiple documents in bulk it appends the provider name at the end

Foxit Integration

NEOS - "Group By" option in other list tabs

Value tab calendar having a today option

Mass Update Provider Emails

Filter by status

Filter by category

Identify yourself with your email address

Report with Case Listings by Class Code and can sort by Class Code and Party Names

Mailing Label Report - Allow for choosing layout of labels

Remove the Neos Contact ID When Printing Checks

Saved advanced search retains sorting

When generating multiple documents in bulk it appends the provider name at the end

Foxit Integration

NEOS - "Group By" option in other list tabs

Value tab calendar having a today option

Mass Update Provider Emails