Ideas & Enhancements
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Needles 5.0

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Provider contact info should appear on Value Tab Entries

When following up with providers, it would be helpful to have the contact info and all the payment / account data on the same page rather than having to flip back and forth.
Guest about 3 years ago in General 1 Shipped

User would like the ability to remove themselves as the organizer of the event

In the case calendar and in the global calendar when a users added a event he becomes the organizer of that event. After going in the event and removing himself and saving. When he goes back in the event is still on his calendar.
Guest about 3 years ago in General 9 Shipped

Add Party Phone & Email to Columns in Advanced Search

Add the ability to pull party phone and email into columns in Advanced Search
Guest about 3 years ago in General 1 Shipped

Comment/Note on Checklist Items

In "details" of a checklist item there should be a text box (labeled "comments" or "notes") where people can add details, updates, notes, etc. about a checklist item. Currently, my firm adds this info to the task name, but that leads to long, run ...
Guest about 3 years ago in Checklist 11 Shipped

SMS on Neos

It would be really helpful if when messaging a client from Neos the responses would go back into Neos instead of going into Outlook.
Guest about 3 years ago in Messages 6 Shipped

Auxiliary Checklists - Do not Repopulate all checklist items based on changed case dates

If checklist items in an auxiliary checklist are dependent on a case date, they should not populate as new items whenever the date is changed. Instead, the existing open items tied to that case date should be updated to the new date, and any items...
Guest about 3 years ago in Checklist 1 Shipped

The ability to select multiple options in one dropdown menu when generating documents

In Needles 4, you could select multiple items and generate the same letter to multiple selections at one time versus having to generate the same letter multiple times from start to finish.
Guest about 3 years ago in General 2 Shipped

Save note and stays in that note tab

When I save a note, I want it to stay in that note tab instead of going back to the list of notes. If I'm interrupted at work and I save the note but intend to continue entering information, I want it to stay open but saved for future use.
Guest about 3 years ago in General 9 Shipped

Check request debit account default

As an accountant I believe it would be beneficial to be able to set your check request debit account to a default account to ensure when the check request is done by someone other than the accountant it goes to the correct account. This feature wa...
Guest about 3 years ago in General 0 Shipped
103 VOTE

Home page of neos should allow user to adjust what they see when logging in

For me personally, the checklist is one of the main things I use. The entire top half of my screen in Neos just says Good afternoon in huge letters, wasting a ton of space. The other half shows appointments, but I personally don't have a need for ...
Guest about 3 years ago in General 12 Shipped