Ideas & Enhancements

3 Vote

Refresh take you back to original screen

Currnetly when we add an email as note or add a document and then want to see thta within Neos, we click on the semi-circle refresh button with the arrow. After we do that, Neos take you back to the Case summary section and then you have to click ...

Created 08 Aug 19:17

0
1 Vote

Add a way to select a case that is not currently in an open tab from the create time entry button window

When you click "create" then "time entry, a window will open to add a new time entry, but currently only lets you select a case that is currently in an open tab in Neos. Please make it so that you can select any case whether it is in an open tab o...

Created 02 May 20:45

1
4 Vote

User would like the mailing labels report to give them the mailing labels instead of exporting to csv

User would like the mailing labels report to give them the mailing labels instead of exporting to csv and going through word to set them up in a mail merge. In needles 4 you were able to select what you were looking for>Mailing labels>party ...

Created 16 Sep 14:35

0
5 Vote

NEOS - Search Preview Isn't Showing Full Address

The preview pane the pops out of the right side of the search window when you click on someone doesn't show the full address in the "Address" section. It only shows address line one.

Created 26 Oct 19:37

General

1
5 Vote

NEOS - Select All Option on List Tabs

At the moment, there is no way to quickly select everything on a list tab to apply bulk actions too. A select all feature would be nice.

Created 26 Oct 18:39

General

0
5 Vote

NEOS - Modify the Size of Sections on Needles Today

Currently no ability to modify the sections that exist on Needles Today or what size they are. In Needles 4 and 5 you could turn on and off the Calendar or Checklist Summary sections.

Created 26 Oct 18:27

General

1
2 Vote

Ability to filter emails to/from

Want to be able to filter emails to only those to or from a certain person.

Created 14 Jun 16:17

1
5 Vote

Calendar - make the appointment the full color of type

The super small color circle next to the appointment name is not very useful. Please make the entire appointment box the color of the appointment type like in Needles 5.

Created 22 Oct 13:59

General

0
2 Vote

Add permission to archive intakes separate from delete intakes

Add permission to archive intakes separate from delete intakes

Created 12 Jun 16:38

0
3 Vote

Change the font size of a report

Add the ability to change the font of a report during export

Created 20 Jul 19:48

0