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17
Vote
Cloud - Send Message from Case
In previous versions of Needles, you could send a message from the cases from the case tab. In Neos, you have to open up a message and then link it back to the case. It would be nice to have the "Send Message from Case" option back.
Created 04 May 21:06
Messages
0
Shipped
16
Vote
Sort Phone numbers
Have the option to sort phone numbers instead of having to delete and re-enter phone numbers in the order you want it saved.
Created 08 Sep 21:04
General
1
Shipped
16
Vote
The Neos logo over the sidebar should take you to the Home Screen
You should be able to click on the icon and take you back to the home screen with your appointments and checklists
Created 20 Mar 13:39
General
1
Shipped
15
Vote
Be able to maximize screen size for notes in value tab entry
No description provided
Created 14 Dec 15:58
General
2
Shipped
15
Vote
Neos - Report Criteria from User Defined Directories
As far as I can tell, we don't have the ability to add user defined fields as report criteria. This restricts the flexibility and customizability of reporting. The point of adding a user-defined field or directory to the database at all is so it c...
Created 09 Jul 16:19
General
0
Shipped
13
Vote
Include the case name when searching for a client
We have multiple clients that have more than 1 case (ex. A, B, C, etc case) and we have to go into each one to figure out which is which
Created 02 Jun 21:48
0
Shipped
13
Vote
Make it so that you can add a subject line in email from Neos (without having to open Outlook)
It just helps save time. Most adjusters need claim #s in the subject line. I send my faxes through email so it would be helpful to be able to just send the email straight from Neos but it requires a subject line. Right now the way it is set up - y...
Created 04 Oct 18:18
3
Shipped
13
Vote
Neos - Remove 'Add Note' Button from Header
Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.
Created 25 Sep 14:45
General
1
Shipped
13
Vote
Expand the size of the comment text box for user defined tabs.
Expand the size of the comment text box for user defined tabs. If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data ...
Created 07 Jul 16:21
General
1
Shipped
12
Vote
Allow Option to Expand Case Header
Allow Option to Expand Case Header to appear as it did prior to the update on 03/16/2023.
Created 16 Mar 16:48
2
Shipped
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