I'd like to request a filter that could exclude open files from the Case Document's List View. The view here shows ~tmp files and I'd like to have those not show when looking through a document list. They flood up the screen.
When searching for a name, you can select the case/intake option to gather more information on the cases, however users would like if there was a way to show the most recent DOI for that name item to help them identify different cases when their n...
Neos- Separate Negotiations by Insurance and Policy Type
Currently in Neos, when entering negotiations with the same insurance company, but different policy types they are being grouped under the same insurance. In Needles 5.0, the negotiations were grouped by the same Insurance Company and Policy Type....
From Roberts & Roberts
When viewing the calendar, would it be possible to see more information for each appointment? Right now for created appointments, we can see Subject, Type, and Party.
If possible, staff members would like to also...
The QB Needles integrator should include the providers address. phone numbers and emails are nice but some firms rely on the address to differentiate between office locations.
When tagging outgoing emails, one should have the option of tagging and sending in one fell swoop instead of having to go hit "send" separately (like Needles "Post and Send"). This is inefficient.
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