Ideas & Enhancements

Adding Credit Transactions to a Value Item

Currently the way to balance out a value item that has a credit transaction added is to set the Total Due to a negative value. This is inaccurate accounting wise. Would like a way to add credit transaction details to a value item without having to...

Created 21 Jun 17:36

0

1 Vote

NEOS- Allow manual refresh option in checklists

Client requested ability to not have checklist auto refresh after changes to checklist

Created 10 Jun 19:07

0

1 Vote

In needles 5 user would like to be able to add fields above the user defined section

User is trying to add a referral code field next to the referred by field in the case tab. She can only add fields in the UD section at the bottom.

Created 10 Jun 16:34

0

1 Vote

Neos: Allow Checklist Items to Appear Immediately When Manually Added to the Case Checklist

Allow checklist items to appear immediately when manually added to the Case Checklist, instead of having to select refresh and then have to scroll to find it.

Created 10 Jun 13:57

0

1 Vote

Intake Appointment Party Field should automatically populate with the intake party.

When creating an Intake Appointment, there is a field for filling in the party in question. Would be best to have this automatically fill in this information as the appointment is likely to be the same person as the intake; however, in the worst c...

Created 09 Jun 20:32

0

1 Vote

Adding a save button instead of a refresh button to the checklist

Could you change the My Checklist feature to have a save button rather than refresh each time you mark something? It takes forever to get through the checklist each time and I have to remember where I was because it starts back at the top each time.

Created 09 Jun 19:19

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1 Vote

We need to be able to print tabs/pages in Neos which includes the information that is entered(like Needles). Right now you can only print what is on the screen and it does not include the info that was filled in.

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Created 09 Jun 18:58

0

Ideas & Enhancements

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Adding Credit Transactions to a Value Item

NEOS- Allow manual refresh option in checklists

In needles 5 user would like to be able to add fields above the user defined section

Neos: Allow Checklist Items to Appear Immediately When Manually Added to the Case Checklist

Neos: Change Icon Next to Archived in the Messages screen

Neos: Remove Posting information of Messages and Emails from List Preview

Neos: Add a palette of pre-determined colors to Document Type setup

Intake Appointment Party Field should automatically populate with the intake party.

Adding a save button instead of a refresh button to the checklist

We need to be able to print tabs/pages in Neos which includes the information that is entered(like Needles). Right now you can only print what is on the screen and it does not include the info that was filled in.

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Filter by category

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Adding Credit Transactions to a Value Item

NEOS- Allow manual refresh option in checklists

In needles 5 user would like to be able to add fields above the user defined section

Neos: Allow Checklist Items to Appear Immediately When Manually Added to the Case Checklist

Neos: Change Icon Next to Archived in the Messages screen

Neos: Remove Posting information of Messages and Emails from List Preview

Neos: Add a palette of pre-determined colors to Document Type setup

Intake Appointment Party Field should automatically populate with the intake party.

Adding a save button instead of a refresh button to the checklist

We need to be able to print tabs/pages in Neos which includes the information that is entered(like Needles). Right now you can only print what is on the screen and it does not include the info that was filled in.