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Be able to maximize screen size for notes in value tab entry

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Guest almost 2 years ago in General 1

Sort Phone numbers

Have the option to sort phone numbers instead of having to delete and re-enter phone numbers in the order you want it saved.
Guest over 2 years ago in General 0 Planning to Implement

Neos - Report Criteria from User Defined Directories

As far as I can tell, we don't have the ability to add user defined fields as report criteria. This restricts the flexibility and customizability of reporting. The point of adding a user-defined field or directory to the database at all is so it c...
Guest over 2 years ago in General 0 In Development

Neos: is it possible for the document generation display to go away after it generated

Neos: is it possible for the document generation display to go away after it generated. During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.
Guest over 2 years ago in General 0 Future consideration

Option to open word doc or PDF in native program instead of opening new window in browser

There should be an option to open a word doc or PDF in WORD or Adobe directly instead of opening it in another tab in the browser. WORD documents when opened in the browser look funky and we rarely edit documents in the browser, almost always edit...
Guest over 2 years ago in General 0

Change Font Size in Needles, especially calendar

Hard to see characters, wants to make them bigger without changing settings in Control Panel that affect other programs.
Guest over 3 years ago in General 3 Unlikely to implement

Reschedule Calendar appointment populates option to assign new date

In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.
Guest almost 2 years ago in General 1

"date created" in docs

It's not the date the document was created...it's the date it was last accessed.
Guest almost 2 years ago in General 1

Neos - Notes - Add ability to Filter Note Topic Drop Down

Firm has many Note Topics. Firm would like ability to filter/search Note Topic Drop Down when Adding a Note and when using the Filter option on the Notes tab to search for notes
Guest about 2 years ago in General 1

Ability to Mass Update Calendared items in a case

Ability to Mass Update Calendared items in a case to change to canceled or done for when you don't want to delete the calendared items but also want to indicate that it is not an action item.
Guest over 1 year ago in General 0