Ideas & Enhancements

3 Vote

User would like report subscription to be sent out as a pdf file or csv file

User would like the file sent to his email instead of the link to download it in the browser.

Created 19 Aug 13:30

1
4 Vote

Neos - Import intakes from CSV needs more options

In Needles 4 and Needles 5, you have the ability to select from a large range of information. In Neos, you are limited to only specific fields. Need to be able to add more variety and add in the basic fields such as DOB, Ability to add to multiple...

Created 17 Jul 21:55

General

0 Unlikely to implement
1 Vote

have Neos offer file-name suggestions based on the email subject line, as in TW -

may save the search (aka time). Also, have it jump to the 1st letter of a typic, vs. Having to scroll through an endless list of redundant suggestions.

Created 23 Oct 13:42

0
3 Vote

Modify Checklist Names From List View

It has been requested that functionality be added to modify checklist item names, via copy/paste, from list view, instead of having to click into details.

Created 18 Aug 12:49

0
3 Vote

Allow us to show the "Comments" column under the Insurance tab in Neos

Right now, under the Insurance tab in Neos, we have the ability to show/hide a number of different columns. Unfortunately, "Comments" is not one of them, and I'm not sure why that is. Please give us the ability to show/hide the "Comments" column u...

Created 17 Aug 18:51

0
4 Vote

SaaS - Allow for Admins to set Default Columns for Users

Admin would like the ability to create default columns/column widths for all users in all case types

Created 13 Jul 17:20

General

0 Unlikely to implement
5 Vote

Would like to be able to create dashboards for multiple staff positions, not just Primary Staff

Would like to be able to create dashboards for multiple staff positions, not just Primary Staff. We would like to see a dashboard report for Staff 2.

Created 10 Jun 20:46

General

0
3 Vote

Can you add Add to Mailing List to the Actions Tab inside the Intake and/or have the intake default to general mailing list

Trying to get back to functionality in Needles 4

Created 12 Aug 15:35

0
3 Vote

Ability to Default Calendar View

In Needles 4, everyone's calendar view defaulted to our Attorneys Calendars. In Neos, we can't default to that view and it takes several clicks for us to get there each time. We would love this option. Thanks!

Created 10 Aug 14:07

0
1 Vote

Notes field accessible to contacts that aren't providers

When putting a regular contact into Neos, it would be helpful to have a place to describe why this person/contact reached out or what they needed.

Created 20 Oct 20:42

0