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Ideas & Enhancements
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Needles 5.0

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Have the provider address show in the value screen instead of having to go into the provider tab.

Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.
Guest about 2 months ago in  1

Favorite Cases List or Frequently accessed cases

In our previous data system we were able to favorite cases in a recently accessed list so we could navigate to them faster than scrolling our case list or having to search for them each time. Is there a way to do this with the current Neos system ...
Guest 30 days ago in  5

Ability to @Mentions Staff in Call Log Details Notes

We should be able to @ other people in the Call Log Notes just like we are able to do in regular notes. This would help the other staff know about when, who, and what a call is about or happened.
Guest 4 days ago in  0

Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"

Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run the...
Guest 4 months ago in  6

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.
Guest 15 days ago in  3

Color coordinate events in Neos Calendar

I would like to color coordinate/categorize events in the calendar just like in Outlook.
Guest 4 months ago in  4

Be able to use the "tab" key to move from to, to cc, etc.

No description provided
Guest 9 days ago in  0

Neos: Tag Email - have the ability to see if someone else has already tagged an email you are included on

This will prevent duplicate tagging, as well as save the users time if they know someone else has already tagged the email.
Guest 3 months ago in  8

Include (or allow option of) contrasting color schemes

All fields, tabs, screens, etc throughout Neos are the same washed out white/pale gray, minimal color scheme. This makes is hard to visually differentiate various fields. Fields of greater importance, or which need to be accessed more often, could...
Guest 14 days ago in  0

Open PDF in desktop app

Please add the option to open a .pdf in the desktop app for Acrobat Adobe. Similiar to the abilty to open word or excel in the online browser or the desktop app.
Guest 4 months ago in  4