Ideas & Enhancements

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.

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

5 Vote

User would like to be able to change the default email in the online accounts in a provider card

Currently in Neos, the email address in an online account that is added to a Party/Provider is marked as the default. There should be a function to make any email address online account a default like there is for address.

Created 27 Aug 20:57

0

3 Vote

Add military service information to Names ID

We current keep this information in user defined fields, which does not follow the person. It would be much better if the information was tied to the Names ID and followed the person, not the case.

Created 08 Jul 22:50

0

3 Vote

Adding Multiple Parties to PDF Template Merge Fields

When defining Merge Fields for PDF Templates, the Party tag list only references the 1st party when there are many situations in which multiple parties need to be referenced. Adding functionality in which the tags can be chosen for different parti...

Created 08 Jul 17:37

0

3 Vote

Can we add a button in the Companion Cases tab that opens all the companions up at once instead of needing to click each individual companion to open them?

No description provided

Created 08 Jul 14:52

1

Ideas & Enhancements

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NEOS - Modify the Size of Sections on Needles Today

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

Calendar - make the appointment the full color of type

Ability to filter emails to/from

Add permission to archive intakes separate from delete intakes

Change the font size of a report

User would like to be able to change the default email in the online accounts in a provider card

Add military service information to Names ID

Adding Multiple Parties to PDF Template Merge Fields

Can we add a button in the Companion Cases tab that opens all the companions up at once instead of needing to click each individual companion to open them?

Filter by status

Filter by category

Identify yourself with your email address

NEOS - Modify the Size of Sections on Needles Today

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

Calendar - make the appointment the full color of type

Ability to filter emails to/from

Add permission to archive intakes separate from delete intakes

Change the font size of a report

User would like to be able to change the default email in the online accounts in a provider card

Add military service information to Names ID

Adding Multiple Parties to PDF Template Merge Fields

Can we add a button in the Companion Cases tab that opens all the companions up at once instead of needing to click each individual companion to open them?