Ideas & Enhancements

3 Vote

Provide a way to limit the accounts that appear for users under Debit and Credit accounts when requesting checks

Firms may not want users to have knowledge of or the ability to select certain bank accounts when requesting checks.

Created 31 Aug 20:29

0
6 Vote

Neos - Need to be able to email Birthday cards to specific month date ranges

Currently, the only available method for birthday cards is to export a report and use the CSV to do a Word Mail Merge and print to mail cards. This is needed for email ability. Need to be able to send birthday emails to customers.

Created 04 Jun 21:04

General

1
7 Vote

All Day Event Display & Untimed Events

All day events currently work like untimed events in Needles 4 used to. They hide at the top of the screen and don't throw any scheduling conflicts. This is a good functionality of untimed events and should be kept in Needles 5 as untimed events, ...

Created 05 Sep 17:48

General

1
5 Vote

Neos - Advanced Search - Add Negotiation Date as a column option

Neos - Advanced Search - Add Negotiation Date as a column option

Created 01 Mar 22:44

General

0
5 Vote

Print Medical Notes

I need to print the entire medical note file for cases very frequently. Right now, all I can do is export it to excel and modify the document to what I need. It would be so much easier to be able to bulk print the medical tab.

Created 23 Feb 21:18

General

1
5 Vote

Neos: Add support for sorting in the Documents Tab - Folder View

Neos: Add support for sorting in the Documents Tab - Folder View Sorting is only supported in the List View. Please add sorting for Folder View.

Created 22 Feb 17:43

General

2
3 Vote

Have documents that are attached to a Docusign form return to Neos with the Signed Document

Add the ability for an attachment that is attached to a Docusign Document to return to Neos with the signed Document

Created 24 Aug 19:56

1
7 Vote

Needles Addin - Post Date and Time of Email instead of Note

Email Posting Date / Time: I wish that when you posted an email to a Needles matter that it used the date and time stamp on the email as opposed to the date and time that the note was entered.

Created 22 Aug 15:26

General

0
2 Vote

Tracking the Special note feature through the activity feed

I would like to be able to track the special note if another person adds it on my case or when it was added.

Created 25 May 20:23

0
2 Vote

Allow manual input of "reduced total" for reductions

Currently you can only insert how much a bill is being reduced by in the Value section and Reductions section. There should be an option for inputting what the bill was REDUCED TO, since reductions aren't always based on a simple percentage. You h...

Created 24 May 18:19

0