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Ideas & Enhancements
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When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
Guest over 3 years ago in General 2 Already exists

Neos - Printing Notes directly from tab

User would like to print selected (single/multiple) notes to print.
Guest almost 4 years ago in General 5 Already exists

Select Multiple Notes/Bulk Actions

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 Not...
Guest about 3 years ago in General 6 Already exists

Multiple Provider Requests

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.
Guest about 3 years ago in General 1 Already exists

Ability to convert or make copy of a word document to PDF directly

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...
Guest almost 3 years ago in General 1 Already exists

Neos - Drag & Drop Documents - Allow for name change

Allow the ability to change the name of the document when dragging/dropping to the docs tab
Guest over 3 years ago in General 8 Already exists

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file
Guest about 4 years ago in General 2 Already exists

Neos - Tabbing ability between fields

User would like to be able to tab from one field to another to have a typing workflow without having to resolve to using the mouse every time.
Guest almost 4 years ago in General 3 Already exists

Make phone numbers include parenthesis and dashes for easy reading.

I have noticed that the parenthesis and dashes are included in the fax but not phone numbers. It makes it very difficult to read off the number or dial it into a phone if you do not have a computer based phone.
Guest over 3 years ago in General 2 Already exists

SaaS - Add Alternate Case Number to Case Header & Search

Add Alternate Case #1 to Case Header and in Search Pop Outs
Guest over 3 years ago in General 0 Already exists