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Allow Document tags to be appended multiple fields come in one tag

For some documents, adding two tags changes the format. If you could add two fields in one document tag, that would assist in keeping formatting correct and include all necessary informationEx. One tag to include both a Provider's full name and ad...
Guest over 2 years ago in  0

Open cases at top of search

It would very helping, when searching cases within Neos and tagging emails to cases, if Neos would show all OPEN cases first and the closed cases at the bottom.
Guest over 2 years ago in  0

Option to Make Multi-Party Document Generation Output One Document

If it is possible, could there be an option to allow multi-party document generation result in a single file with all the generated documents. Needles 4 and 5 had that functionality before and it would help skip loading each individual file.
Guest over 2 years ago in  0

Ability to link claim information on Insurance tab to Value tab

Currently on User Defined tabs can be sent to the Value tab. This should also be extended to the Insurance tab as Claim Information fields are being used for Settlements.
Guest over 2 years ago in  1

Add Option to add Party or Provide Contact Details to Outlook

Add feature to create an Outlook contact from both Party records or Provider records. Fields to include would be name, address, email address, phone numbers and date of birth. This will add a benefit to the 365 integration.
Guest over 2 years ago in  0

User would like report subscription to be sent out as a pdf file or csv file

User would like the file sent to his email instead of the link to download it in the browser.
Guest over 2 years ago in  1

Modify Checklist Names From List View

It has been requested that functionality be added to modify checklist item names, via copy/paste, from list view, instead of having to click into details.
Guest over 2 years ago in  0

Allow us to show the "Comments" column under the Insurance tab in Neos

Right now, under the Insurance tab in Neos, we have the ability to show/hide a number of different columns. Unfortunately, "Comments" is not one of them, and I'm not sure why that is. Please give us the ability to show/hide the "Comments" column u...
Guest over 2 years ago in  0

Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case

Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...
Guest over 2 years ago in  0

Can you add Add to Mailing List to the Actions Tab inside the Intake and/or have the intake default to general mailing list

Trying to get back to functionality in Needles 4
Guest over 2 years ago in  0