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Implement "copy to other case" button or check box within notes

Instead of having to click on a message and go to the drop down list to have a message copied to another case, would it be possible to implement a button or check box within the note we are currently typing? It takes out a few extra steps and woul...
Guest over 1 year 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

Change Checklist Automation to Case Specific

Add the ability to add checklist automation to a specific case instead of the automation being spread to the checklist item in every case with that checklist item.
Guest over 1 year ago in  0

Update the "Known Issues" page on Needles 5.0 support

It would be helpful to have the list of Known Issues updated as a time saver - I had several issues this week and almost all of them were known issues. However, it took some time with the tech support rep to go over the issue, look for fixes, then...
Guest over 3 years ago in General 0

Add ability to make case/document field inactive

Currently, if you add a new UD field to a layout and after some time you want to make it inactive, there's only the ability to delete. However, deleting the field will also lose the information stored. Would be nice to just be able to mark it inac...
Guest over 3 years ago in  0

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

Neos - Add 'Deceased' and 'Minor' to Party box in Search

When searching for a client, you should be able to see the 'Minor' and 'Deceased' in the party box, along with role
Guest over 3 years ago in General / Search 0

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

Automation Checklist Items

Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.
Guest over 1 year ago in Checklist 0