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User would like be able to an run an inventory report of all case for specific staff

We tried a couple different reports as in case listing staff assigned but she wants to see all cases from the old needles for a specific staff where they aren't primary in all cases.
Guest about 3 years ago in General 0

Needles Today Customization

It would be a welcoming feature for users to be able to add, change, and remove information from the Needles Today screen. For instance, a user may not always have checklist item's or appointments on their calendar, or may require other useful inf...
Guest about 3 years ago in General 1

Neos - Advanced Search - Add Negotiation Date as a column option

Neos - Advanced Search - Add Negotiation Date as a column option
Guest about 3 years ago in General 0

Neos - Add Docusign Filtering in Advanced Search for Reports

Neos - Add Docusign Filtering and Columns in Advanced Search for Reports
Guest about 3 years ago in General 0

Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order
Guest about 3 years ago in General 0 Already exists

Neos - Time entry toggle for minutes/decimal format

Some firms are used to entering time in decimal format (e.g. entered as ".4 hours") and would like the ability to toggle between entering time as minutes or decimals.
Guest about 3 years ago in General 0

Neos- Add Document Type above the Category on the Case Docs tab

Currently, when viewing the detail view of a file on the Case Docs tab, Document Type is listed below the category. However, the Document Type should be listed first since it is the subfolder that the file gets moved to and the category only furth...
Guest about 3 years ago in General 0

Neos - Add Ability to copy flat tabs

Add the ability to copy flat tabs between cases (Ex: Case Tab, Accident tab, etc.)
Guest about 3 years ago in General 0

Neos - Open Audio files in SharePoint, not direct link

Currently inside of Neos, whenever you try accessing an audio file of type WAV, the file will be brought up with a direct link to the sharepoint file, IE: https://[domain].sharepoint.com/[folders]/[filename].wav This is extremely unfavorable for a...
Guest about 3 years ago in General 0

Adding Case Dates to Case Type -- Add/Remove should move when scrolling

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.
Guest about 3 years ago in General 0