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Ideas & Enhancements


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Shot Cut Keys

Add short cut keys to maneuver through the program. Says time
Guest almost 3 years ago in General 0

Cloud - Add suggestions for tagging emails

When going to tag an email in OL to attach to notes in case, it would be helpful to provide a list of suggestions to tag from recent tags used
Guest almost 3 years ago in  0

Cloud - filter checklist by multiple columns

When opening a case, selecting checklist, can filter by status or due date but would like to filter by both.
Guest almost 3 years ago in Checklist 0

Move location of select button when searching for parties/providers

When searching for a party/provider once you click on the record the select button shows at the bottom of the page. Suggest moving this to the top of the page or on the same line as the selected record but to the right of State
Guest almost 3 years ago in General / Search 0

Need easy to use List function in template documents

There needs to be an easy to use list function in template documents so that we can easily total up medical treatment/amounts due/date of treatment or case expenses easily - which we could do in previous versions of non-cloud needles.
Guest almost 3 years ago in General 0

Cloud: View Staff if logged in/out

Will be helpful when looking at staff if it will indicate if they are logged in with Y or N as it is in version 4. It would be helpful to firm to be abled to logout a user as an admin from the Staff directory.
Guest almost 3 years ago in General 0

Neos - Add notification for user/admin when the link has been broken between Neos and Office 365

When a user changes their Outlook password or 2FA needs reauthenticating they should receive a message to reactivate their email through the Staff profile.
Guest over 1 year ago in  0

Neos - Add the ability for the Value Category from the CASEEXP to write to Value Category in the corresponding DTF item.

By writing the value category to the DTF item, you are able to group the advanced expenses in the settlement memo and reports by the category.
Guest over 1 year ago in  0

Give more options to modify margins for exported advanced search reports

When exporting an advanced search report, there are few limited options for modifying the exported pdf. Please provide an option to allow the modfication of the margins to look closer to the legacy reports which are printer friendly as they curren...
Guest over 1 year ago in  0

User would like to add a DIGITAL SIGNATURE to the party tab

User would like to add a digital signature to her clients so she use on their medical authorizations
Guest over 1 year ago in  0