Ideas & Enhancements
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Being able to send documents to other parties in the case just like note tab.

When you are in the note tab and and viewing the note you click action > email note to contact your able to send the note to the other parties in the case. The user wants to be able to do the same with the document tab rather than copying and p...
Guest almost 4 years ago in General 2 Future consideration

Neos: Create a separate permission for the Case Header Note

Currently, the ability to add, modify, or delete the case header note is controlled by the Notes Tab permissions in the General Permissions > Case section. The firm would like to allow their staff to delete the case header note, but not delete ...
Guest about 2 years ago in  0

Format of Date of Birth Field

Is there any way to set up Needles so that the date of birth shows a 2 digit month and 2 digit day for all fields? Example – currently shows 6/1/1958 instead of 06/01/1958. Most portals require the 2 digit month and date and our format prevents us...
Guest 10 months ago in  0

Addresses should be shown when searching for a provider and Under provider name in Value section.

On behalf of Burnetti P.A Showing address clients would like to see adresses displayed under the provider name in the value section. This would easily allow them to grab this information without switching tabs or searching for the provider.
Guest over 3 years ago in General 1

The ability to drag & drop the file in the Notes tab.

We would like the ability to drag & drop our files into the notes tab, similarly to how we can do in the documents/case docs tab. This allows for an easier, more productive way to create notes with attachments.
Guest over 1 year ago in  0

Hidden Intake Fields

When modifying a case specific intake, the ability to mark a field as hidden on the layout manager would be great. If you delete a field it removes all of the data from every open/closed/rejected intakes. If you were able to hide them, you can kee...
Guest over 2 years ago in  1

Global timsheet

Instead of adding time directly within a specific case have a global time sheet that can be used to note activity and time. Then associate the time entry to a specific case. At the end of the day "Submit" this time to each of the cases.
Guest 5 months ago in  0

Show expanded notes as the default on the notes tab.

To be able to quickly review the notes listed in the file.
Guest 5 months ago in  0

Tag multiple emails to the same case in same step

If I'm going through my inbox and finding a bunch of emails that all need to be tagged to the same case with the same note topic, I should be able to hold down "control" key and select those emails in Outlook, then hit "tag email" and tag them all...
Guest over 3 years ago in  0

Editing Duplicated Documents on Case Docs Tab - Stop Autorefresh

After duplicating a document on the docs tab, you need to find it in order to edit Title, Author, Date, etc. Currently, if you open the side pane to edit the document information, it auto refreshes after clicking out of each field. This adds secon...
Guest over 1 year ago in  1