Ideas & Enhancements
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Filter Report Results

When generating a report, one should be able to filter out the results. In the picture below, I've generated a report of case listings by Alternate Case Number 2. I should then be able to filter the Alternate Case Number 2 column within the report...
Guest about 3 years ago in General 0

Ability to see who is requesting checks

I need to be able to see who's requesting checks in the QB Integrator. I put the check requests in order by requestor & then import to QB in that order so that they are printed in that order. It makes it easier when passing out checks to the e...
Guest over 3 years ago in Accounting Integrations / Integrations 0

Neos - Add data from a Case Calendar Item to the Outlook Calendar item.

In the current state of Neos, whenever add an event to the Case Calendar the information that is sent over to outlook through the sync process is the Date and Time, and the notes section; however, there is plenty of other data that the Case Calend...
Guest over 3 years ago in Integrations 0

Neos: Ability to print Case Docs and Records tab

Currently, if you're using the browser print feature to print what's on the screen for Documents and Records tab, it does not show the data. It would be nice to have the print capability for these screens to display what has been entered for each ...
Guest over 3 years ago in General 0

Staff Directory permissions should not control staff dropdowns

We believe enabling the permission should control access to the staff directory itself, not dropdowns that list the staff codes.
Guest over 3 years ago in General 1

You should be able to launch templates (e.g. records request) directly from request tab once you set up the request.

It would be much more efficient to set up the request and then immediately launch the appropriate document template from that request.
Guest over 3 years ago in General 0

Neos- Separate Negotiations by Insurance and Policy Type

Currently in Neos, when entering negotiations with the same insurance company, but different policy types they are being grouped under the same insurance. In Needles 5.0, the negotiations were grouped by the same Insurance Company and Policy Type....
Guest over 3 years ago in  0

Neos user would like date calculator option like adding a entry to the global calendar or case calendar

When going in to the vale tab, selecting an entry and clicking the calendar icon. You get a date calculator option. User would like that to be added to the calendar icon when adding a new entry in global and case calendar.
Guest over 3 years ago in  0

NEOS - Save As from Word

Would be nice to have a "Save As" function on the word addin to save a document directly into a Neos case.
Guest over 3 years ago in Integrations 0

NEOS - Checklist Summary Dates Interaction

Checklist summary dates are not easy to work with anymore. You used to be able to tab through them or type over them. Now not only can you not tab through them, but you have to delete the contents of the field before you can type a new date. Just ...
Guest over 3 years ago in Checklist 0