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Neos: ability to remove Neos case # from the calendar event note

In Neos, upon saving a calendar event that has a case attached there is an event note added with the Needles Case #. This is not necessary when we don't use the Outlook calendar and do not have an option to remove this.
Guest over 3 years ago in  0

Needles 5 - Add Text Styling to Note

It would be extremely useful to have access to text styling in places like the Notes tab. This would allow the client to highlight, set bold, etc on notes to better organize the information. This feature is in Neos; however, is not in Needles 5.
Guest over 3 years ago in General 0

Neos - Add Client Email, and Referred By Email to Advanced Search.

Inside of the Advanced Search's Case search type, we have access to a bit of information from the client in a case; however, there is a large amount of data that is missing, or unavailable. Some of this data includes First Party Email, and Referre...
Guest over 3 years ago in General 0

CC'ing people on text messages

The ability to cc other parties when sending a text message thorugh Neos would be nice. It posts automatically to the notes, which is great. But, copying other folks via their emails would keep them in the loop without having to look at the Notes.
Guest over 3 years ago in  0

Tagging Emails is too bulky

It would be more efficient if when you clicked on, for ex, a client's email that when you hit send it automatically posted to the notes like old Needles did and like Neos text messaging does. I spend a lot of time just posting emails to notes.
Guest over 3 years ago in  0

Whenever emailing a case document from Neos, it would be a neat feature if the recipient would also receive a link/button they could click that would automatically open the case.

So whenever someone emails me a document from a case, I then go to Neos and search the case. It would be a really neat feature if there was a button or link that came with the email that would automatically open the case in Neos without having to ...
Guest over 3 years ago in Integrations 0

Neos - Add Deafult Packaged Mini-Directory, and Drop Down to WC, and PI case types.

Add ICD codes as a premade mini-directory, and a predefined drop down field for user defined tab sections inside of the WC, and PI case type, this drop down should allow text searching, and multi-selection. These codes are used to specify the typ...
Guest over 3 years ago in General 1

Neos: Multiselect documents from new folder view

When viewing the list view in case docs you have the ability to multi-select documents to send to email. However, when viewing the folder view you only have the ability to send 1 file to an email at a time. It's not convenient to have this setup b...
Guest over 3 years ago in  0

Neos: Keep consistency in tags for prefixes

When generating a case document, the Full Name tag for a party includes the prefix. It is denoted in the tag itself that should only be First and Last Name and would like this to be just that. The prefix is not necessary and, if needed, the prefix...
Guest over 3 years ago in  0

When resetting a password, do not have a "Save was successful" if the password doesn't fit the requirements

When changing a password, if the new password doesn't fit the requirements (8 characters minimum, at least one capital letter, at least one lowercase letter, and at least one number) the "save was successful" notification still appears even if the...
Guest over 3 years ago in  1