RIght now I cannot add "Intake Atty" to my advanced searches. It was recommended that I submit an idea to the portal to ask that this be added as a feature. Reference ticket#200434
Notifications on Needles after a checklist is marked done.
Notifications on Needles screen after a checklist is marked done for a case you are assigned to (as LA or Atty). That way, you know that something is do for that case.
Case Tab Class Code field should be automatically resized to accommodate the length of the selected Class Code
Creating a new Class Code that is longer than 3 digits is a new function in Needles 5.0. The field needs to be resized to accommodate this length of the Class Code. Example - Class Code is Taylor Management and Description is Taylor Management
Calendaring across time zones is a fairly frequent business practice, and it seems the upgraded version of Needles should be able to accomodate this. Perhaps byt utilizing a drop down time zone feature to allow the user to select the timezone of t...
We have an issue with people changing addresses or phone numbers (even AKA shortcuts) for providers like the hospitals. Most of the time they are using older information from an old list and the information has been updated since then. Then I have...
Please add a third option to staff profile notifications settings for muting the notifications. This is an alternative if you do not want to receive the notification from Neos, nor email. Larger firms have constant notifications that don't get cle...
Companion Case Screen Should LIst Date of Loss, not Case Opened Date
It would be way more helpful to have the date of loss listed on the Companion Case Screen instead of the Case Opened Date as many dual-crash companion cases were opened on the same date.
Request templates should launch from Records Request Tab directly.
It would be much more efficient to launch the requests directly from the request entry, rather than entering the request and then generating from the case docs tab.
Having the ability to open word docs directly in the desktop app.
Law office of Dean Boyd wanted to be able to open word documents in the desktop app instead of a new tab. There is a setting in word you can set to decide how to handle hyperlinks, but it doesn't work on Neos but does work on SharePoint. This woul...
We have a suggestion you may want to consider: work on creating a blank link from a case, from Neos, to be able to send to clients to upload medical records etc. Additionally, another suggestion is to be able to create a link from Neos with multip...
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