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Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected

There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Guest over 3 years ago in General 1 Already exists

Include "Case Name" field in the Message layout

It would be helpful to include Case Name field in the New Message layout as there may be one client for several cases and it would help to identify to which case the message relates.
Guest 11 months ago in  0

Automation PRO ability to change class codes.

With Automation PRO on the intake side of the system, you are allowed to change the stage & status. We are looking for that ability for Automation PRO to also give us the ability to automate the changing of class codes as case checklist items ...
Guest 6 months ago in  0

Bulk Actions Notes from the Advanced Search/Reports

I recommend adding a Bulk Notes feature to the 'Bulk Actions' box that appears on the Advanced Search/Reports. This would allow staff with bulk update security to post notes across several cases at once.
Guest 6 months ago in  0

Mass Update via Advanced Search - Update Staff Position to BLANK

We are working on reorganizing case types and using new roles. AS part of this, we would like the ability to mass update a current staff position to BLANK so we can start retiring the use of those fields.
Guest over 1 year ago in  0

Add an address column for the QB Integrator

Adding a address column to the QB integrator would be make it easier for users to ensure that the correct provider was selected. Many providers will have multiple locations and having the address there would simplify confirmation of the correct pr...
Guest over 2 years ago in  1

Neos - Copy Calendar Item

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. I...
Guest about 3 years ago in General 1

Ability to bulk edit party in documents

I want the ability to "bulk action" --> "edit" the "Party" field for multiple documents. Now, we can only bulk edit the date, category, type, and staff created. Why is this feature so limited to those 4 random fields? We should be able to bulk ...
Guest over 1 year ago in  1

Calendar Bulk Actions - Add Option to Duplicate calendar entry

If the organizer no longer works for the firm, we can no longer modify the entry. The ability to copy the calendar information into a new entry would save the user time of reproducing everything. Also giving the user the ability to modify the orga...
Guest over 1 year ago in  2

Voice Recognition for entering data into Needles

Be able to search Needles cases, enter new Notes, and jump from tab to tab and edit without keystrokes.
Guest almost 5 years ago in General 0 Future consideration