Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2643 of 2643

Intake Pro Automations Should Have a Trigger for Repeating Items

Currently, repeating checklist items do not trigger automations set to Open or Done status. It seems that it's because the status does not change when the repeat occurs. Please add an option where the status check is on repeat or rework the repeat...
Guest about 2 years ago in  0

Set reminder on notes/messages

It would be helpful to have the option to click a "set reminder" or "send to calendar" button on a message or note to copy it to the Needles/Outlook calendar. Similarly, it would be handy to be able to "add to checklist" or something similar, so t...
Guest about 2 years ago in  0

Value Code Reports run from Value Screen and not only report screen

No description provided
Guest about 2 years ago in  1

Neos - Add a setting where you can choose the default view for the case docs tab

A customer suggested that in Neos you can set the default view for the case docs tab to the folder view so he doesn't always has to choose the view every time he goes into a case.
Guest about 2 years ago in  3

Toggling Auto-Start for Timers

The new timer feature can only be on and starting every time a case is up or turned off entirely. Is it possible to add a setting to let cases have the timer but not automatically start a timer? Maybe even on a case-by-case basis.
Guest about 2 years ago in  0

Make the time tracking an individual permission instead of a firm wide on off option

not everyone in the firm needs it. I only have one employee who does.
Guest about 2 years ago in  0

Ability to Duplicate Intake Mapping

I would like to duplicate the intake mapping for different case types but that is not an option without having to recreate the mapping.
Guest about 2 years ago in  0

Multiple Dates of Accident in Single Neos Workers' Comp Case

Many times an Injured Worker will have more than one accident while working for a single employer. Currently, this requires separate Neos cases which requires duplicative monitoring, updating, and can be confusing. I recently settled a case with 3...
Guest about 2 years ago in  0

Allow to Tab off Field to Next

Once I select a field, i.e., "role" on a provider card, allow me to TAB off the field instead of having to use my mouse to select something that is ALREADY IN THE FIELD before moving on. Having to incessantly use the mouse is a waste of time and a...
Guest about 2 years ago in  0

Merge Prompt Field Dropdown Auto Close

When generating a document, it seems as though after making a selection from a dropdown, it should automatically close instead of having to click "outside" the dropdown for it to disappear.
Guest over 2 years ago in  0