Ideas & Enhancements
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Case Type Auditing log

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.
Guest over 1 year ago in  0

Integrator should total up all selected checks before we sent to QB

It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.
Guest almost 4 years ago in Accounting Integrations / Integrations 2 Already exists

Allow user to organize the order of "type" in case docs for their workload.

"Types" are organized alphabetically. Each employee may be in one area more than another, it would make their work more efficient to organize the types to suit their work than to have it be alphabetically. If your work is in something at the end o...
Guest 4 months ago in  0

Quick Add Dropdown List: Add New Call Log to Case

I am constantly on the phone and it is a hassle to always have to copy the client's phone number and then go to the communications tab to add the call where I also have to search for the client each time. If we could add a Call Log from the case, ...
Guest 9 months ago in  0

Add a Party Name Column to the Browse Documents screen

This would be very helpful so you could see what party the document is associated with.
Guest about 2 years ago in  0

Neos user would like to print from case calendar

I checked in staging and that's something you can't do. User stated you could do this in Needles 4, and Needles 5 and would like to be able to do it in Neos.
Guest almost 4 years ago in General 1 Unlikely to implement

Advanced Search > Using date functions (e.g., past 30 days)

I hope this makes sense, but I'd love to be able to create (and save) an advanced search using date ranges that vary based on the current date. For example, a search that shows new cases opened in the last 30 days, 60 days, etc (instead of having ...
Guest about 2 years ago in  3

Neos | Allow users to add custom values to a mini directory for Provider Card phone types.

We would like to add several new phone type categories to our provider cards and would like to do this without having to manually enter the data on each individual provider card. It would be helpful if there was a Mini Directory for this phone typ...
Guest almost 2 years ago in  0

Federal ID to QB function

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.
Guest about 1 year ago in  0

Case Date Layout

Would like to be able to modify the lay out for case dates. Currently you can't even control what dates show up in what column. It would be great to group relevant case dates under specific columns
Guest over 1 year ago in  0