Ideas & Enhancements

1 Vote

Add a User Defined Field Type Like the Representing Field in the Counsel Tab

If it is possible, please make a user defined field type that works like the Representing section in the Counsel tab. It would be nice to be able to make a running list of people involved in a particular entry.

Created 16 Nov 21:40

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2 Vote

Settlement Calculator - transactions

The Settlement Calculator should be able to pull from transactions on Value items to help calculate accurate amounts.

Created 07 Nov 22:17

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2 Vote

Share/send neos-linked document to a pre-existing e-mail thread.

The only way to share a document on Neos is to start an entirely new e-mail chain. I need to be able to share a document with an already existing e-mail chain. I don't want to send a copy of the document--I want the actual document that is linked ...

Created 07 Nov 16:16

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3 Vote

Removing the Aux Checklist

Similar to https://ideas.needles.com/ideas/NEED50-I-1212 Would like to be able to remove all AUX checklist items at once rather than one item at a time. (would be useful for when the aux checklist would need to be changed or if someone were to acc...

Created 27 Oct 13:10

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1 Vote

Add a manual sync button for QBO (QuickBooks Online)

I need the ability to manually sync Neos and QBO throughout the day.

Created 15 Nov 22:07

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4 Vote

Update the "Known Issues" page on Needles 5.0 support

It would be helpful to have the list of Known Issues updated as a time saver - I had several issues this week and almost all of them were known issues. However, it took some time with the tech support rep to go over the issue, look for fixes, then...

Created 14 Oct 23:13

General

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4 Vote

Add ability to make case/document field inactive

Currently, if you add a new UD field to a layout and after some time you want to make it inactive, there's only the ability to delete. However, deleting the field will also lose the information stored. Would be nice to just be able to mark it inac...

Created 13 Oct 17:32

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1 Vote

tell me the source of the internal server error so I don't have to guess which field to fix

I'm adding a new adjuster contact. I want to add his job title as matches his signature line. I add his name, phone, address, email, provider role, get ready to hit save and I get red internal server error and no idea which field is causing the pr...

Created 14 Nov 23:02

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1 Vote

Provider Role Exception

There is no way to restrict access to provider information, adding a provider role exception similar to that of adding a case exemption under other permissions could provide that confidentiality. An example would be staff employment contracts, fee...

Created 14 Nov 19:40

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2 Vote

Ability to add default values to fields in case and intake layouts

For many of our fields, they would have a default value for every case or intake. The ability to set that default in the layout would help so it is never missed or needs to be entered. For instance we have a field for BI insurance, but if the fiel...

Created 02 Nov 19:25

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