Ideas & Enhancements

3 Vote

Neos - Required Field * should be larger and brighter. Also, box should be permanently highlighted in RED until the data is entered.

At this time, it is extremely hard to see the required fields on an intake because the asterisk is very small and blends into the name of the field. Please add color and a red outline on the field until the field is filled in so the users know tho...

Created 03 Nov 15:42

0
7 Vote

"TAB" key function

Would like the "tab" function to work more easily with Needles

Created 04 Feb 17:18

General

2
3 Vote

Ring Central integration fax feature

Currently with our integration, we still have to have Ring Central open along with the app in Neos because we cannot fax through Neos. It defeats the purpose of this integration if it cannot fully function as Ring Central.

Created 02 Nov 14:03

0
4 Vote

Make the Time Entry on Value Code Optional

In the new release, if you have the billable option turned on, you are now required to add a time entry to the value tab. Our firm would want to see the time entries on the time tab, not on the value tab. With the value tab entries, the subtotals ...

Created 24 Feb 16:39

0
3 Vote

Document Generation Layout

The layout of the prompts should be vertical instead of horizontal. It would be easier and more visually appealing to do so.

Created 01 Nov 19:20

0
6 Vote

Being able to export the settlement memo as a word document as well

The client want to be able to export the settlemenet memo in a word format so they can modify it further if needed.

Created 29 Sep 14:28

General

3
2 Vote

Tagging Notes and Documents

Currently neos has the option to tag an email and attach a document which is then saved in the case documents. Also, a case document can be link to a provider listed in the records/request tab, which is then saved in the case document tab. Both of...

Created 07 Jul 19:16

1
6 Vote

Layout Manager: Allow Items to be Placed Horizontally, as well as Vertically

#99495: Currently, users can move items vertically in the layout manager. The user requests to have the ability to move items horizontally, and place them beside each other.

Created 28 Sep 16:21

General

1
3 Vote

Permission "Modify Date Closed"

We used the permission to reopen close cases in N5 frequently. in Neos, the only permission is Modify Date Closed. The problem with this permission is we need to differentiate between who can close cases and who can reopen them. Please add separat...

Created 26 Oct 00:49

0
1 Vote

"State" Dropdown in the Case Tab

One feature that would be beneficial to have would be a "State" dropdown in the Case tab. Our firm practices in multiple states, and for each case, it would be helpful to insert a label as to which state the case is in. This would be helpful for c...

Created 15 Mar 17:58

0