Ideas & Enhancements

8 Vote

Reminders for Records Tab

Please add an option to add a reminder when a new record request is logged on the Records tab. Separately adding events to the calendar or checklist for each request on each case is time consuming when doing a high volume of requests. Ideally, whe...

Created 17 Apr 20:59

0
13 Vote

To be able to export the value screen

It would be helpful to be able to have an export feature on the value screen.

Created 04 Oct 15:50

1
13 Vote

Add Back Neos Add-In for Desktop Version

Making templates is easier in the desktop version since the mobile version has weird formatting and will not appear correctly.

Created 03 Oct 17:17

0
37 Vote

Select Multiple Notes/Bulk Actions

On the Docs tab there is a check box next to each item which allows us to select multiple documents at once. The 'bulk actions' box appears, allowing us to perform an action to all the selected documents. I recommend adding this feature to the Not...

Created 05 Mar 17:25

General

6 Already exists
11 Vote

If you are in the text message thread, you should have an link to the client's case.

This panel should have a way to go directly into the case from the text thread.

Created 19 Dec 23:08

0
12 Vote

Bring Back the Desktop version for the Word Add In!!!

The Word online version doesn't have all of the formatting options for letters, so you have to make the letter in the desktop version and then save it to the online version in order to add the coding for the documents. So it's like double the work.

Created 09 Nov 15:53

0
9 Vote

Add the "ID Code" field as either a filter in advanced search criteria or as a column to be added.

The "ID Code" field is a default, standard field included on every case but we cannot use this field in our reports currently. there are other "ID" related criteria, but they all appear to be pulling a hidden ID code from the database isntead of t...

Created 06 Mar 20:39

1
28 Vote

User would like staff 1 or DOI to apper in the contact search results

Currently you can only see DOB, name, phone role, they want it to show staff 1 and DOI in the neos search bar

Created 15 Feb 19:31

11
15 Vote

Include the Subtotal of items selected for processing from the list view in the value tab.

The subtotal of value items should automatically be calculated and displayed when multiple items are selected to add transactions such as to request checks. Sometimes there could be dozens of checks and the total needs to be displayed so staff can...

Created 12 Jul 20:33

0 Planning to Implement
39 Vote

Integrate with Adobe Acrobat Pro DC

We use Adobe Pro for EVERYTHING in our office. It would be great if Needles integrated with it. There are 2 huge advantages that could be utilized. Adobe sign is easier to use then docusign, IMHO, especially since we are always in Adobe pro anyway...

Created 19 Nov 16:52

Integrations

5