Ideas & Enhancements
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Needles 5.0

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Neos: Ability to tag an email that is downloaded from the notes tab

This would be useful when the person who sent the email did not include an attachment and you want to re-tag the document on their behalf.
Guest 4 months ago in  0

Make Scrolling Through Notes include all notes

If i have more than 50 notes, and I'm looking at note 9 of 50 and scroll back wards, I can't get to the notes before 1/50. If I exit the notes and go to the note right before 1/50, it says 0/50, and I can't scroll. I filed a ticket (214-961) on th...
Guest 5 months ago in  0

Add a topic for tag to emails

please add the topic "Discovery" and "medical records" and "Authorizations" to the drop down list when tagging an email.
Guest 5 months ago in  2

Have Minor Check Box and Date of Majority on contact card

Date of Majority and Minor check box should be fields on the contact information that are for Name ID as these dates do not change depending on case, the same way date of birth does not change.
Guest 5 months ago in  0

Neos - Value tab graphics for payments/adjustments - Useless and takes up too much room

Please either change the purpose for the graphic or move it to the bottom of the right side of the screen. For now, we have to scroll down to see the due amount.
Guest 5 months ago in  0

Add option for Neos contact changes to also affect customers job information in Quickbooks

Add the ability to link Neos contact changes like address and name to the job information entry for a linked customer in Quickbooks.
Guest 6 months ago in  1

Copy Documents to Providers

Just like you can copy documents between cases, we should be able to copy documents to another provider. Like if we get the CV of a doctor who has 5 locations, we should be able to put it in one and copy to all of the others.
Guest 6 months ago in  0

Neos: Communication Center>Text Messages - Add a filter to see only incoming or only outgoing text messages (or ALL)

This is important to be able to narrow down text results to be able to see only incoming texts, for example.
Guest 6 months ago in  0

Enable more colors when changing case types

Hi! It would be great if you can give the us the ability to enable certain case type headers to change to different color(s). For ex. if they change from Intake to Minor Case Type, then have a different color header for all minor case types. Curre...
Guest 6 months ago in  0

Mass Deleting Checklist Items

Please add the ability to delete multiple checklist items at once.
Guest 6 months ago in  1