Ideas & Enhancements

2 Vote

Document Tags - by Case Type

Make document tags available by case type. They are currently available for all documents and case specific documents.

Created 24 Aug 14:37

0
2 Vote

Add ability to calculate interest on value items.

Our firm would like to have the ability to calculate interest on individual value items. This would save us time so that we do not have to calulate this manually outside of Needles when creating these items.

Created 22 Aug 19:23

0
3 Vote

Neos- Case Search Defaults

User would like the ability to select what option under case search is selected by default. Currently, it defaults to name, and they would like the ability to have it default to case number

Created 02 Jul 16:25

0
4 Vote

Cloud - When double clicking party name after using search, having functionality to open recent case instead of first case that was ever created

When currently searching for a party and double clicking on the name, it currently opens up with the first case that was created for the party (in the case where there are multiple cases linked with the party). Would be more useful to instead of i...

Created 14 May 15:59

Search

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3 Vote

Neos - Add Party Role to drop down entries when generating a document.

Currently in Neos, whenever you are selecting a party for a merge document. It states the prefix, first, and last name; however, it would be useful for general Party bookmarks/tags to have the party role as well. This would allow us to easily iden...

Created 30 Jun 15:28

0
2 Vote

Companion Case Screen Should LIst Date of Loss, not Case Opened Date

It would be way more helpful to have the date of loss listed on the Companion Case Screen instead of the Case Opened Date as many dual-crash companion cases were opened on the same date.

Created 18 Aug 13:45

0
4 Vote

Cloud - Edit Checklist Description from Needles Today

In previous version of Needles, you were able to edit the description from Needles Today and can only mark as complete currently in Neos. Will be useful to be able to edit again from Needles Today.

Created 08 May 21:02

Checklist

1
4 Vote

Cloud: Copy Entire Case Tabs

The user wants to be able to copy entire case tabs, like in previous Needles versions.

Created 07 May 21:21

General

1
1 Vote

Neos Value - Option to show calculations based on Paid By/Paid To

For example, I would like to see a total of all amounts Health paid (as opposed to Health Adjustments). Or a total of all amounts paid by "Us".

Created 05 Oct 23:18

0
1 Vote

Provider Associations in Contact Info

Currently any provider associations that are added within a company/provider contact have to be set up as a group. We think it would be simpler if in each association tab, the contacts could be added in individually, along with editing them indivi...

Created 05 Oct 14:38

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