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User would like to be able to change the date formatting for a date requested and received

In user tab 2 record/request they want to be bale to change the formatting when they generate a template instead of it defaulting to mm/dd/yyyy.
Guest about 3 years ago in General 0

Mentions in provider notes should work same as case notes

Our firm would use this a lot for pricing out vendors like court reporting agencies and other administrative work where we are communicating inside the office on updates and info gathered relating to providers or contacts NOT specific to a case. I...
Guest 9 months ago in  0

separate permission to remove/delete the special flag note on a case

It appears to be the same as the general notes. Some staff should be able to delete/remove the special note but not delete regular notes. If someone doesn't have permission to delete notes it doesn't allow to use the clear on the special flag note...
Guest almost 4 years ago in General 0

Search When Adding Items to Checklist

When adding items to a case checklist, you have to scroll through a list. It would be nice to be able to use a search box to find a specific checklist code.
Guest almost 4 years ago in Checklist 0

Neos: Add provider card for a party to copy name, address and phone number information

In previous version of Needles both providers and parties had provider cards to easily copy information to another provider/party. Currently in Neos, only providers have a provider card so you cannot copy information from a party.
Guest almost 4 years ago in  1

Allow Only Open Calendar Items to show on Needles Today Calendar

When you add a new calendar entry on a date when there was a settled, cancelled, or otherwise inactive entry, a conflict check pops up. It would be helpful if this feature could be bypassed for inactive calendar entries.
Guest over 4 years ago in General 1

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

Need the Ability to Test Templates Prior to Saving it as a Template

Need to add a Test function to the Word Add-In to ensure that the template being created bookmarks work and formats as expected PRIOR to saving the document as a template. Nothing like having to save a template in Neos, go to a test case, generate...
Guest about 3 years ago in General 0

Neos: Add additional sign in restriction settings

Please add additional sign in restriction settings to Neos that block signing if a condition is met or unless a condition is met: Some suggestions: Add Geo blocking to block logins from other countries Add work hours to staff profile settings to c...
Guest over 2 years ago in  0

Neos - Ability to send Case Note via Neos message

Sometimes instead of tagging someone in a Case Note, a private message needs to be initiated regarding that note. We can send it to email, but not via Neos messages to keep all communication within the site.
Guest about 3 years ago in  1