Ideas & Enhancements

Instead of going in to intake manager and click rejected they want it to appear in the main search when looking up a client or provider.

Currently unable to sort the categories tagged emails can be added to cases as. This would be especially helpful to firms with many document categories and types.

In out previous version of Needles we were able to generate medical records and medical bill request cover letters for all needed providers at one time. In the provider drop down menu we could just pick all the providers we needed.

The add/remove icons should move when you scroll through the list when creating or removing case dates from a Case Type. They currently are set at the top of the form and you must scroll back up the list when you want to add a date.

We would like to be able to import time entries from a CSV file into NEOS to go to each matter.

User would like to instead of making the inactive, limit or get rid of some staff from the drop down column when in case tab, assigned to field.

Currently their isn't a way to edit the documents tab in tab set up or layout manager. User would like to delete the ud field in the case docs tab because he doesn't use them.

QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

Every single time I use the product I get errors which require support and stopping working and lots of downtime. Please please please stabilize the existing NEOS system before adding new features.

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docu...