Ideas & Enhancements

5 Vote

Double-Click Date field to Open Calendar

In Needles 4, you can double-click inside a Date field to open the calendar and today’s date is automatically filled in. In Needles 5, you have to click the Calendar icon to open the calendar and, even then, you have to click the day before the da...

Created 08 Jul 14:23

General

0
2 Vote

Sync Outlook Contacts into Neos

Have the ability for outlook contacts to be synced into Neos

Created 29 Sep 21:17

0
1 Vote

Add a Version of Case Facts into Each Case/Intake

If it is possible, please add in an option in the case/intake to make a Case Facts report like in Needles. The one through the Reports menu is a bit clunky to use.

Created 27 Oct 15:30

0
1 Vote

Intake Form with All Intake Information

Previously we received a PDF in the file with all the information the client has provided in one document. It listed their contact info, the accident summary, the police department, police report number, their injuries, what hospital they went to,...

Created 27 Oct 15:17

0
1 Vote

Two factor Authentication 7 day do not ask

Need to have a log for calendar items that are not case related. Who created, who canceled item etc

Created 27 Oct 14:15

0
1 Vote

Need client name & case number on reports

When you print a DTF Report now, there is no identifying information on the report and you have to perform an additional step to get a list of the expenses.

Created 26 Oct 19:58

0
1 Vote

Timer with start time and end time

Currently timer stops if the page is not active. Opening a new tab creates loss of time on the timer and having to calculate missing time for billing. Having a start time and end time input feature (ex 10am-11:12am) would clear up timer issues whe...

Created 26 Oct 14:45

0
5 Vote

Search - Default Highlight the Newest Case

When searching for cases, have the most recent open case as the default higlighted case

Created 28 Jun 13:53

General / Search

0
3 Vote

Ability to link claim information on Insurance tab to Value tab

Currently on User Defined tabs can be sent to the Value tab. This should also be extended to the Insurance tab as Claim Information fields are being used for Settlements.

Created 26 Aug 15:44

1
3 Vote

Add Option to add Party or Provide Contact Details to Outlook

Add feature to create an Outlook contact from both Party records or Provider records. Fields to include would be name, address, email address, phone numbers and date of birth. This will add a benefit to the 365 integration.

Created 20 Aug 21:23

0