Ideas & Enhancements

In the case calendar and in the global calendar when a users added a event he becomes the organizer of that event. After going in the event and removing himself and saving. When he goes back in the event is still on his calendar.

For me personally, the checklist is one of the main things I use. The entire top half of my screen in Neos just says Good afternoon in huge letters, wasting a ton of space. The other half shows appointments, but I personally don't have a need for ...

The new design is great but VERY bright. I feel a dark mode option would be very well received.

When I save a note, I want it to stay in that note tab instead of going back to the list of notes. If I'm interrupted at work and I save the note but intend to continue entering information, I want it to stay open but saved for future use.

In Needles 4, you could select multiple items and generate the same letter to multiple selections at one time versus having to generate the same letter multiple times from start to finish.

For instance, the column that lists telephone numbers is not wide enough to show the entire number (although the extension column is wider than the original). Every single time I have to look up a number, the column width has to be widened to see ...

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 Note...

It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.

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...