Ideas & Enhancements
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NEOS - Modify the Size of Sections on Needles Today

Currently no ability to modify the sections that exist on Needles Today or what size they are. In Needles 4 and 5 you could turn on and off the Calendar or Checklist Summary sections.
Guest over 3 years ago in General 1

Calendar - make the appointment the full color of type

The super small color circle next to the appointment name is not very useful. Please make the entire appointment box the color of the appointment type like in Needles 5.
Guest over 3 years ago in General 0

Provider Record Controls - Prevent use of a provider in a case (moved, out of business, etc)

For various reasons, over time provider cards can become "stale" and should no be associated with cases going forward. As these providers may already have history, removing them is not a good option. While more robust controls over maintenance m...
Guest almost 5 years ago in General 1

Make the cursor default more logical/intuitive

Example: in the "Select a document" box when generating a document, the cursor should default to the first search box (in this case, document #). When you clicked on generate document in 4.x, users knew you could start typing the doc number right ...
Guest almost 5 years ago in General / Search 1

NEOS: Default Calendar Status When Inputting Items

It would be nice if you could set a status for the calendar to default to when you are adding a new item.
Guest over 3 years ago in General 0 Planning to Implement

Neos - Under Name Search, add Alt Case # and Synopsis

Under Name Search, add Alt Case # and Synopsis so it is easier to identify cases
Guest over 3 years ago in General / Search 0

Cloud User would like to be able to add more then one mobile cell phone in the party tab

When going to the party tab and selecting type she can add a customer type but can't add more than one mobile phone type
Guest over 3 years ago in General 0

Neos - Service Dates - Autofill the Second Date

When selecting the first service date, if the second date could default autofill with the same date as the first this could streamline the process of adding new value items to the value tab. User would like this set up this way and make changes to...
Guest about 3 years ago in General 1

Needles today should auto refresh itself or at least prompt a refresh

Needles Today doesn't prompt you to refresh or update after you've made a change. You have to close it out and reopen to have a checklist change reflected. Previously, it would allow you go Save or give you a response to refresh the screen. Now th...
Guest over 4 years ago in General 1

Neos - allow the order of the parties to be changed after selecting a case to tag a message to

It's possible this behavior is evident in other areas, but is right now most noticeable when sending a message and using the case search. After clicking on the case, it opens a party selector and defaults to the first party added to the case. In s...
Guest about 3 years ago in General 0