Ideas & Enhancements
ADD A NEW IDEA

General

Showing 578 of 2685

Cloud - Change Folder Naming Preferences

It would be nice to have some control over how the folders are named when they are created in Sharepoint like we had in Needles 4 and 5.
Guest almost 4 years ago in General 0

A tab with a copy of heath insurance card. Front and back

Providers say they do have them. Also subornation
Guest about 4 years ago in General 0

Document Generation across all cases

Allow generating of documents across all cases. Will help firms that are Mass Torts
Guest about 4 years ago in General 1

Cloud: View another staff initials on party flyout menu

When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.
Guest about 4 years ago in General / Search 1

Needles App Intake Push Notification

It would be nice if the App would send you a push notification when you have a new intake waiting for you.
Guest about 4 years ago in General 0

Make Police Report # a Searchable Field

There are many times where the police will follow up on an incident with only the Accident Report #. It would be nice if this field was searchable.
Guest about 4 years ago in General 0

Update the support website to explain how to delete/merge duplicate providers

You should update the website support to explain how to delete/merge duplicate providers. The online instructions are for 4.0
Guest over 4 years ago in General 0

Calendar View needs to change

When we have multiple appointments scheduled for the same time, we are not able to see the name of the appointment. The time 9:00am-10:00am shouldn't be listed (it seems redundant). If it was not there, then we would be able to see more of the app...
Guest over 4 years ago in General 0

User would like to be able to mass update the class type in the case tab

Currently the user has to go through and make a list and manually go through each case and change the class type. she would like to be able to change the class type to litigation for multiple cases
Guest about 3 years ago in General 0

Neos - Streamline Adding a Provider in Value Tab

Currently it takes several clicks to add one provider.Typing the name, selecting the search, then selecting the provider to attach to the item.Could this be streamlined for efficiency?
Guest about 3 years ago in General 1