2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents)
2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents) - would be extremely helpful.
Delete text from search bar when you go to a new page!
If I'm in Case Docs in one case and search "Order," and then hours later I move on to another case and go to the Case Docs in that case, the "Order" search stays in effect and gives me a heart attack every time because I'll only see a handful of d...
It would be nice to have an Auditing log that would track all the changes that happen in the Case Type configurator section of Neos. This would allow Admins to see who, what and when something was modified.
Since your team has tested my issue with QB pulling the Federal ID regardless if a Social Security number has been entered. It would be great if Needles could override this default function and fix this issue.
Neos - Post new note to all companion cases without copying the note after it has been created
Currently, you have to create a note for 1 case and then copy it using the Bulk Action menu from the case note list view. It would be nice to see ability to attach notes to companion cases while it is being created.
Neos: Be able to modify as a default setting what goes into the memo line on check
When exporting a check using the Neos-QuickBooks integrator, it auto-populates the Case # - LastName, Prefix FirstName on the Memo line taking up space for what we want to actually place on it. It would be nice to have a global setting that contro...
Would be super useful to be able to calculate dates-in-status for cases. This function would allow reports to be more compressive and robust. Please either add this to advanced search or make it a default report option.
In addition to automatically tagging emails when sent through Needles, there are certain email addresses that are ALWAYS associated with the same case and it would be great to be able to set up some type of rule to automatically tag all emails to/...
The X to open a full size view of the client photo is very unintuitive. It should be something like arrows pointing away from one another or another universally recognizable signifier of zooming/making an image full-screen. My assumption for quite...
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