Needles 5.0 | Ideas & Enhancements

Option to select "type" when creating a note from the value tab.

In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.

Created 29 Dec 20:58

2

10 Vote

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.

Created 20 Feb 18:12

4

4 Vote

Payment Entries on invoice - When we enter payments, Neos does not allow us to differentiate the type of payment. We would like to be able to maintain record of the type of payment - Check, Debit card, credit card or cash with the amount paid. We would also like to have a line appear that shows the total amount of payment and when payment was made.

No description provided

Created 02 Aug 17:06

0

6 Vote

Report on cases that have had no client contact within a certain time frame

In Needles we were able to create a report that pulled any client that had not been contacted within the past 60 days based off the note topic C/Client. This increases productivity and the flow of cases, and allows cases to not slip through the cr...

Created 07 Jun 17:24

0

24 Vote

Neos outages / redundancy / system status

Can Assembly look into some sort of server upgrades and/or redundancy for Neos so that when the system goes down (or starts DRAGGING like it is today), our entire office doesn't just grind to a halt in the middle of the workday? I know it sounds s...

Created 23 Jan 18:10

1

1 Vote

Make the option of "yesterday" in search be for yesterday, not the past 24 hours

When I want to see yesterday's billing, I want to see the billing I did yesterday. I don't want to see the billing I did within the last 24 hours. If the function is to see the last 24 hours, then it shouldn't be called "yesterday."

Created 24 Oct 17:07

0

1 Vote

Make available the Codes from Settlement Calculator for User Created Settlement Template

The settlement calculator is a great tool. You can set offer 1, offer 2, offer 3 etc. Each offer calculates disbursements atty fee and percentage then net to a client. You can create reductions, such as reducing "Time". I contacted support to find...

Created 24 Oct 11:42

0

1 Vote

Ideas & Enhancements

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Option to select "type" when creating a note from the value tab.

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

Report on cases that have had no client contact within a certain time frame

Neos outages / redundancy / system status

Make the option of "yesterday" in search be for yesterday, not the past 24 hours

Make available the Codes from Settlement Calculator for User Created Settlement Template

Drag and Drop to Notes Attachment in Value Tab and Notes rather than Upload

Search Results - Closed Cases to bottom of results

Ability to save a link to sharepoint subfolder in Case Docs

Filter by status

Filter by category

Identify yourself with your email address

Option to select "type" when creating a note from the value tab.

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

Report on cases that have had no client contact within a certain time frame

Neos outages / redundancy / system status

Make the option of "yesterday" in search be for yesterday, not the past 24 hours

Make available the Codes from Settlement Calculator for User Created Settlement Template

Drag and Drop to Notes Attachment in Value Tab and Notes rather than Upload

Search Results - Closed Cases to bottom of results

Ability to save a link to sharepoint subfolder in Case Docs