Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2574 of 2574

Cloud - Change Folder Naming Preferences

It would be nice to have some control over how the folders are named when they are created in Sharepoint like we had in Needles 4 and 5.
Guest almost 4 years ago in General 0

Ability to "Stay" a case and suspend or pause the Checklist

We have a large batch of cases that are currently stayed pending the resolution of a collateral issue, but checklist items are still appearing in the Needles Today tab, which can become a bit overwhelming. Right now, as far as I know, the only way...
Guest almost 4 years ago in Checklist 1

Cloud - Mass Update for Specific Staff Position

Would like to be able to complete a mass update for a specific staff position in Neos like you can in Needles 5.x
Guest almost 4 years ago in  1

A tab with a copy of heath insurance card. Front and back

Providers say they do have them. Also subornation
Guest almost 4 years ago in General 0

Document Generation across all cases

Allow generating of documents across all cases. Will help firms that are Mass Torts
Guest almost 4 years ago in General 1

Cloud: View another staff initials on party flyout menu

When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.
Guest almost 4 years ago in General / Search 1

Needles App Intake Push Notification

It would be nice if the App would send you a push notification when you have a new intake waiting for you.
Guest almost 4 years ago in General 0

Make Police Report # a Searchable Field

There are many times where the police will follow up on an incident with only the Accident Report #. It would be nice if this field was searchable.
Guest about 4 years ago in General 0

Allow Child Checklist Item To Have Multiple Parents

This would allow the checklist to act more like a flowchart.
Guest about 4 years ago in Checklist 0

Export deposits as a batch deposit

Similar to "Write one check per payee", you should have the ability to "write 1 deposit" so they do not push into QuickBooks 10 times
Guest about 4 years ago in Accounting Integrations / Integrations 1