Ideas & Enhancements
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Needles 5.0

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Neos: Ability to print Case Docs and Records tab

Currently, if you're using the browser print feature to print what's on the screen for Documents and Records tab, it does not show the data. It would be nice to have the print capability for these screens to display what has been entered for each ...
Guest over 3 years ago in General 0

Staff Directory permissions should not control staff dropdowns

We believe enabling the permission should control access to the staff directory itself, not dropdowns that list the staff codes.
Guest over 3 years ago in General 1

You should be able to launch templates (e.g. records request) directly from request tab once you set up the request.

It would be much more efficient to set up the request and then immediately launch the appropriate document template from that request.
Guest over 3 years ago in General 0

Neos- Separate Negotiations by Insurance and Policy Type

Currently in Neos, when entering negotiations with the same insurance company, but different policy types they are being grouped under the same insurance. In Needles 5.0, the negotiations were grouped by the same Insurance Company and Policy Type....
Guest over 3 years ago in  0

Neos user would like date calculator option like adding a entry to the global calendar or case calendar

When going in to the vale tab, selecting an entry and clicking the calendar icon. You get a date calculator option. User would like that to be added to the calendar icon when adding a new entry in global and case calendar.
Guest over 3 years ago in  0

NEOS - Save As from Word

Would be nice to have a "Save As" function on the word addin to save a document directly into a Neos case.
Guest over 3 years ago in Integrations 0

NEOS - Checklist Summary Dates Interaction

Checklist summary dates are not easy to work with anymore. You used to be able to tab through them or type over them. Now not only can you not tab through them, but you have to delete the contents of the field before you can type a new date. Just ...
Guest over 3 years ago in Checklist 0

Neos Calendar fix time ending before start issue

Please fix the time ending before start time issue. If you have an appointment at 11:00 am and wand to end it at 12:00 pm, Neos will start the appointment off at 11:00am and end at 11:15am. To make the end time at 12:00 pm you must first select pm...
Guest over 3 years ago in General 0

Uploading Documents from Sharepoint onto other sites eliminating need to save to desktop

in order to upload a document to the courts website we currently need to save the document to desktop and then upload from there. there should be a way to upload the document directly by browsing the computer such as a link with OneDrive of some s...
Guest over 3 years ago in General 1

NEOS - Link 1099 Status Checkbox in QB with Provider Info in Neos

Quickbooks vendor/customer profiles has a checkbox that determines if they are a 1099. Being as it is a standard field in quickbooks, it would be nice if it became a standard field in Needles for a name that could be updated through the integrator.
Guest over 3 years ago in Accounting Integrations / Integrations 0