It was understood in Needles that anything past a certain line was user defined data. In NEOS they titled the section "user defined fields" - seems silly. Would be great if we could rename the section to what it actually is instead of seeing "user...
Move or turn off the "How Did You Hear About Us?" Field
This field is limited and misplaced. It would be better placed next to the intake data, but this field is limited so not really helpful. We should have the ability to turn off standard fields.
Allow the default browser in needles 4 to be changed
In needles 4.8 internet explorer is set as the default browser for all websites to open from in the program. Changing external settings does not work and there are no internal settings to change the default browser. Please allow customers to chang...
We use alt case numbers instead of the case number that Neos automatically generates. It would be helpful to not see the Neos case number but only see the Alt Case No.
I've search but cannot seem to find a way to select more than 30 checks to export at a time. I sometimes have multiple checks and have to export them in sections. I would like to export them all at one time.
It would be great if you could add multiple AKA's. It's not uncommon for people to marry multiple times and/or to have really long names, or hyphenated names. Allowing for multiple AKAs would allow for better client tracking and less erroneous ent...
Have the ability to limit an intake that is assigned to that person not who created it. Currently, if you have the permissions of yes to all of "My Intakes" for staff "ABC" and create an intake from ABC, they can view it. But if person "XYZ" creat...
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