Ideas & Enhancements
Add a new idea
Filter by status
Future consideration
24
Already exists
33
Unlikely to implement
15
Planning to Implement
11
In Development
3
Shipped
102
Filter by category
Accounting Integrations
×
31
Auditing
×
15
Calendar
×
5
Case Tabs
×
4
Case Docs
×
0
Notes Tab
×
0
Party Tab
×
0
Provider Tab
×
1
User Tab
×
2
Value Tab
×
0
Checklist
×
82
Companion Cases
×
2
Dashboards
×
0
Document Generation
×
5
Document Management
×
8
General
×
577
Intakes
×
2
Integrations
×
81
Layout Manager
×
1
Messages
×
35
Notes
×
0
Quick Actions
×
0
Reports
×
1
Custom Reports
×
0
Standard Reports
×
0
Search
×
67
Settings
×
0
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
2
Vote
Add a zip code maintience option for Neos
In Needles 4 and 5 you can change the zip code that is accociated with a specific city. In Neos, you do not have this as a feature and it should be added
Created 03 Apr 19:34
General
0
2
Vote
Need easy to use List function in template documents
There needs to be an easy to use list function in template documents so that we can easily total up medical treatment/amounts due/date of treatment or case expenses easily - which we could do in previous versions of non-cloud needles.
Created 03 Apr 15:54
General
0
1
Vote
Ability to update link to files in ANY sharepoint directory.
We archive files that are more than a few years old in a separate archive directory. Would like for the program to track location outside of CaseFiles directory--possibly adding a firm-wide setting that authorizes the archival site?
Created 23 Jun 22:19
0
1
Vote
Recognition of no linked folder/Ask for permission to create SharePoint folder
Rather than auto-create file folders in SharePoint for every single matter/intake, that then just have to be deleted or managed in some other way, I propose the following: New Intake/Matter is created. CaseDocs tab is clicked. Dialog Box: "Would y...
Created 23 Jun 22:17
0
1
Vote
filter options on My Checklist on today screen
Using the "Checklist Summary" tab is the current way to do this, but it would be convenient to have some filter options (Case Type, Class Code, Checklist Code) on the Today screen checklist.
Created 22 Jun 13:46
0
1
Vote
Add the @Mention icon to the Notes formatting toolbar
Users should have an option to use the "@" mention icon directly from the Notes formatting toolbar
Created 18 Jun 14:14
1
1
Vote
Add "ALL" as option in fields on reports.
When running reports, want option to choose "ALL" in fields like Case Type, Staff Role, etc., instead of being required to pick just one.
Created 17 Jun 14:44
0
1
Vote
Neos: Talk to text integration
Microsoft 354 already has a dictation feature and user think that it would be beneficial to if an add in for talk to text could be implemented in Neos.
Created 16 Jun 19:51
0
1
Vote
Advanced Search - Ability to choose other parties besides First Party from the columns list
If a user is trying to create an advanced search and want to pull in contact info (phone #) and the party isn't the First Party to a case they will not be able too. It isn't an option.
Created 10 Jun 16:32
0
1
Vote
Please create a printable manual
There is a printable manual for an older version (maybe it's 4.8.2), but a current one would be helpful. I don't always know the proper terminology, which making searching online very difficult. It's so much more convenient to be able to mark up a...
Created 09 Jun 16:10
0
« First
‹ Prev
…
241
242
243
244
245
246
247
248
249
…
Next ›
Last »