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Email from a case and be able to choose parties

Would like t to be able to hit the plus sign on a case and be able to send email through outlook and select parties from case etc.
Guest over 3 years ago in Integrations 0

NEOS - Add the ability to edit Checklist item instructions from details view

Whenever you add a checklist item from the primary checklist to the current checklist the system should allow users to edit/add instructions of that instance of the checklist item inside of the details pane. Typically, you'd have to write a check...
Guest over 3 years ago in Checklist 0

Column showing staff that are logged in

It would be beneficial to know what staff members are logged into Neos. If an employee is accessing Neos when they shouldn't be we would be able to tell. Needles 4 allowed admin to see everyone logged in. Please bring that back.
Guest over 3 years ago in General 0

Neos -Allow the option to set MAN ref items to not be set to the earliest date when sorting by due date in checklists

When sorting items by Due Date in a case checklist, if items do not have a date set yet, they appear at the top as the earliest date, which clutters the checklist for users. Would like an option to hide or move items which the due date is not yet ...
Guest over 3 years ago in Checklist 0

Neos: Add provider contact information to value items

In Needles, when adding a value item for a medical expense the contact information used to display as it does for an insurance provider so that you do not have to double-click on the provider to view the contact information. Would like to see the ...
Guest over 3 years ago in  0

Neos - Add additional information to Intake Layout, and Case Type Layout Edit Fields Box

Whenever you add a field into a Case Type layout, and a Intake Layout there is additional information which should be available to see when editing the field. Currently the only information inside of the "Edit Field" box is the Title for the field...
Guest over 3 years ago in General 0

Adding the Option to Change Default Calendar View via Staff Profiles

They would like to have the ability to set the view and settings of the calendar per person to show the specific calendars selected, in the month/week/day/agenda view of choice like they had in N5. It has been found to be tedious to have to resele...
Guest over 3 years ago in General 0

Neos: Have preparer's initials in lower case letters when generating doc from case and intake

When generating a document for a case, the preparer's initials are always lowercase, however when generating a document for an intake it places the initials in upper case. It would be best to keep this uniformed with the initials placed in lower c...
Guest over 3 years ago in General 1

Adding new Primary Checklist Items should be available on top of list

When adding new Primary Checklist Items, you currently have to scroll down below the Active items. This is difficult to have to scroll down if there's a lengthy checklist just to add a new parent and would be better if it was available at the top ...
Guest over 3 years ago in Checklist 0

Neos - Provided pop-up notice when LIM item is already marked Done, but Case Date/DOI it references is modified/added

If a case date is entered and the LIM items are marked done; it will create a duplicate of the LIM item and mark it open. This happens when adding or modifying Case Date/DOI. In Needles 5.0, when a DOI/Case Date is modified or added, there is a po...
Guest over 3 years ago in Checklist 1