Ideas & Enhancements
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NEOS - Notes Quick-View Window

That window that pops up on the right hand side of the screen when you click once on a note is too small/narrow. It makes reading longer notes difficult without going fully into the note. It would be nice if there was an option to have that pane p...
Guest over 2 years ago in General 0 Shipped

NEOS - Dates in the Value Tab

At the moment, when selecting a date range on the value tab, you have to select a range. It would be nice to either be able to type the dates or select the start and end dates separately. The date tool is a little clunky to use as a new user.
Guest over 2 years ago in General 0 Shipped

NEOS - Print Needles Today Checklist

It would be nice to be able to print your checklist in the current view from the Needles Today checklist.
Guest over 2 years ago in General 3 Shipped

Document Setup vs PDF Setup Icons

In old Needles we had a divide of document setup button which was for word dcument templates and PDF Form setup for the PDF document merge. I have this firm that usage both word and pdf and its long and lots of document in the document setup. It w...
Guest over 2 years ago in General 0 Shipped

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 Shipped

Expand the size of the comment text box for user defined tabs.

Expand the size of the comment text box for user defined tabs. If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data ...
Guest over 2 years ago in General 1 Shipped

SaaS - Ability to toggle through notes

Add ability to toggle through notes with a front/back arrow as in 4x and 5x
Guest over 2 years ago in General 0 Shipped

Searching via Phone when tagging from Outlook

When we receive texts back via e-mail, there is no name and we can't see what we sent to them to help identify the person we are contacting. It would be very helpful if when we try to tag that text from our e-mail, we can search via telephone in t...
Guest over 2 years ago in Messages / Search 0 Shipped

Neos: Editing fields and screens for all Intake Case types

Editing fields and screens for all Intake Case types using a new Layout Manager available under Settings. I have been able to move the fields around however, I haven't figured out how to enlarge the boxes in which we type and get the fields closer...
Guest over 2 years ago in General 0 Shipped

Document Filter Search

When you add a filter to the Documents Tab in a case (for example the category filter) there is no way to search through the list. You have to scroll down through what is potentially a very long list to find the one you are looking for. It would b...
Guest almost 3 years ago in General 0 Shipped