Ideas & Enhancements

1 Vote

add a date filter to the notification bell

When searching for notification past 15 days and can only search by text. User would like to be able to search by date in the filter

Created 31 Jan 18:18

0
2 Vote

Document Setup - When merging Address, Document Setup need to prompt for an address selection during the merge process

The firm wants to use one of those “other” mailing addresses for the document merge.If a firm has the ability to add an address, they will want the ability to use it for documents merge and reports.

Created 10 Apr 22:47

0
2 Vote

File menu date calculator is Anchored to the window and can't see dates in cases

The Date calculator from the FILE menu in Needles 4 popped up in a separate window overtop the case so you can still see and use the date fields. In Needles 5 that opens as a separate window and you can't see the case date fields underneath at the...

Created 10 Apr 21:53

1
2 Vote

Merge Parameter is needed for Party ID Code Description

Merge docs can show only the PARTY ID NUMBERS #1-6, But it can't display what it IS (usually race or handicapped status).

Created 10 Apr 16:56

0
1 Vote

Allow editing of title names called "reference 1" and "reference 2" on the Value item

We would like to customize the value tab more and be allowed to edit the name of the "reference 1" and "reference 2" entry fields so they can be named something else. Similar to the case labels such as alt case numbers and Phases. Then that new fi...

Created 27 Jan 19:03

0
1 Vote

Allow user defined fields to be part of Value item columns

When you add user defined fields to the bottom of a value item, it would be beneficial to have them show as options in your list view in the columns section.

Created 27 Jan 19:00

0
1 Vote

Allow Company Name on Adjuster Cards

When entering insurance adjusters, we want to put the company name without their address (our ins letters pull from the insurer field). Needles would let you add the company name without an address. Please make this consistent with the functionali...

Created 26 Jan 17:10

0
1 Vote

Ask to "Save" Option when Leaving Screen

Instead of asking"Do you want to leave" screen without saving, just ask if we want to save!

Created 26 Jan 14:21

0
1 Vote

Mentions in Outlook should be kept as mentions in Neos when tagged

Often times when composing an email, we might mention someone in the organization who will be automatically added to the email chain. When the email is tagged it would be nice if that mention could also be synced with the user's staff profile so t...

Created 25 Jan 20:51

0
1 Vote

Neos - Add Ability to See of a Name in a Check Request is linked to QuickBooks

When viewing checks in the queue, it would be helpful to see if a name (party or provider) is linked to a name in QuickBooks before posting the check to QuickBooks. This would allow the user to go link any names from Neos that may already exist in...

Created 14 Jan 21:52

Accounting Integrations

0