Ideas & Enhancements
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Cloud - Change Folder Naming Preferences

It would be nice to have some control over how the folders are named when they are created in Sharepoint like we had in Needles 4 and 5.
Guest almost 4 years ago in General 0

A tab with a copy of heath insurance card. Front and back

Providers say they do have them. Also subornation
Guest about 4 years ago in General 0

Document Generation across all cases

Allow generating of documents across all cases. Will help firms that are Mass Torts
Guest about 4 years ago in General 1

Cloud: View another staff initials on party flyout menu

When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.
Guest about 4 years ago in General / Search 1

Needles App Intake Push Notification

It would be nice if the App would send you a push notification when you have a new intake waiting for you.
Guest about 4 years ago in General 0

Make Police Report # a Searchable Field

There are many times where the police will follow up on an incident with only the Accident Report #. It would be nice if this field was searchable.
Guest about 4 years ago in General 0

Update the support website to explain how to delete/merge duplicate providers

You should update the website support to explain how to delete/merge duplicate providers. The online instructions are for 4.0
Guest over 4 years ago in General 0

Calendar View needs to change

When we have multiple appointments scheduled for the same time, we are not able to see the name of the appointment. The time 9:00am-10:00am shouldn't be listed (it seems redundant). If it was not there, then we would be able to see more of the app...
Guest over 4 years ago in General 0

Calendar saves in notes

It would be nice if the calendar entry would save a copy into the notes tab. That way any information entered into the calendar item would be saved and can be referenced in the notes tab
Guest over 4 years ago in General 0 Unlikely to implement

Merge Document Title Name Length

The 40-character limit for document titles is a little prohibative. Taking into consideration the maximum file path limit in windows of 260-characters, an extension of this limit to 100 or 150-characters should be no issue.
Guest over 4 years ago in General 0