Ideas & Enhancements
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Needles 5.0

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Notes field accessible to contacts that aren't providers

When putting a regular contact into Neos, it would be helpful to have a place to describe why this person/contact reached out or what they needed.
Guest 6 months ago in  0

Integrate the Paid function from Lawpay to Neos

We would love it if when the payment received from client is marked paid in lawpay it is also marked paid in Neos? THANKYOU Susan Love 720-536-4370
Guest about 1 year ago in  0

Numbering & Bullets

Add the ability to have numbering and/or bullets in case notes.
Guest about 2 years ago in  0

Make More of Provider Name Visible For Letter Templates

Allow us to scroll right to see the full provider name when we are on the template screen to make letters. This will allow us to be sure we are selecting the correct provider when we create letters as clients often go to several providers and the ...
Guest over 2 years ago in  0

SSO module requires you to click next to login in, hitting enter on your keyboard does not work.

When prompted for the company ID with the SSO module hitting enter does nothing. You have to actually click next to login. Not a major issue just some quality of life.
Guest 6 months ago in  0

REPLY ALL - MESSAGES

When you "reply all" to a message, it should not include the person sending the message.
Guest about 2 years ago in  0

Neos - Open Audio files in SharePoint, not direct link

Currently inside of Neos, whenever you try accessing an audio file of type WAV, the file will be brought up with a direct link to the sharepoint file, IE: https://[domain].sharepoint.com/[folders]/[filename].wav This is extremely unfavorable for a...
Guest about 3 years ago in General 0

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.
Guest over 1 year ago in  0

Make due dates changeable on Invoices

Right now the invoices all default to 30 days for payment. The Aviation Division in our firm would prefer they pay as soon as possible so when the proper documents arrive there is no delay in reviewing them. If that is not possible maybe there is ...
Guest about 1 year ago in  0

Tag Email Function and Send Email Function together as 1 Function

In our Needles program, there was a function where we could "post" the email to Needles case and "send" the email at the same time, which was awesome. Just one click and it was tagged to the case and sent. Please add this "tag and send" function t...
Guest 6 months ago in  0