Neos - Value tab graphics for payments/adjustments - Useless and takes up too much room
Please either change the purpose for the graphic or move it to the bottom of the right side of the screen. For now, we have to scroll down to see the due amount.
Renaming documents - We should have ability to rename a document or multiple documents upon saving it into Neos. The way the program is set up, you can only save it and then have to take unnecessary time to go into the docs tab just to rename the document(s).
I'm befuddled as to why this isn't an option. I need to be able to print an intake sheet (export to PDF or at least a "printer-friendly" version) to send to other attorneys when we have a case to potentially refer. This happens daily. When I use t...
Please allow the "Description Field" on invoices be the Timekeeper's description. Please allow the TIME billed date in the description field as well Currently your invoice is not what I as a client would want to see. I would need to know details o...
Ability to send a text message to a provider that does not have a case entered
Before the most recent update, you could send a text message to a provider and that message would post to the notes in that provider. You can no longer send a text message at all to a provider unless they have a case entered to post the text messa...
We need a color coding system for fast checking. I think that we could merge the current system with an updated color coding system by having a person's initials on the side, but then have the whole box change based on the activity. That way there...
Reschedule Calendar appointment populates option to assign new date
In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.
Insurance - If you move insurance to another case, give a warning that negotiation entries will be deleted...or
Or provide the option to copy the negotiation entries. If there are negotiation entries linked to the insurance being moved, you should only allow the option to COPY. That way the negotiations are not deleted.
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