Ideas & Enhancements

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 ...

The flag/special note at the top of cases used to be an orange hue, and so did the light bulb. With the recent Neos facelift, those two items now blend into this muted color scheme rendering point of the flag/special note and the light bulb useles...

Would like the option to filter dashboards by "Our Client" checkbox on the party tab.

The value tab currently will not allow for posting of values less than $1.00; however, firms will need to be able to capture all costs no matter how small.

Option to hide calendar items marked as "Done". This would clean up the calendar view and prevent confusion if user's miss the color in the appointment status

Allow the option to keep specific options as defaults in drop down menus, such as the negotiation type in the negotiation tab as an example. It defaults to insurance very time. An option to keep it at a specific one per user would be nice.

Neos - SharePointWould like for SharePoint files to reflect the name of the user who is adding the file to Neos rather than the admin name.

If I am creating a new calendar event from a previous event but just changing the date, I cannot copy it like I could in Needles 5 and change the date. I now have to create an entirely new Calendar event when all I need to do is change the date. ...

Instead of going in to intake manager and click rejected they want it to appear in the main search when looking up a client or provider.

Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...