Ideas & Enhancements

105 Vote

One Step Emailing from Needles

When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously ...

Created 29 Dec 02:25pm

Notes

28 In Development
99 Vote

Total Item Count

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...

Created 21 Sep 05:22pm

General

3 In Development
72 Vote

No limit to characters typed into a checklist item

There should be no character limit when making notes in your checklist description field. This causes multiple checklist items of the same to be set, when all the information cold be in one checklist item. For example, when requesting records from...

Created 14 Oct 04:34pm

1 In Development
48 Vote

SMS on Neos

It would be really helpful if when messaging a client from Neos the responses would go back into Neos instead of going into Outlook.

Created 2 Mar 04:50pm

Messages

3 In Development