Ideas & Enhancements
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Needles 5.0

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Tagged Emails Should Link to the Case

After tagging an email to a case, especially since there is no ability to change the name of a document, there should be an option to then go into that case, particularly the Case Docs tab of that case so that one can then easily change the name o...
Guest about 2 years ago in  0

Photos attached to an email need to be recognized by Neos and added to the Document tab when posted to a file

Functionality from Needles 5 should work in Neos and allow emailed photos to be attached to the Document screen - We should not have to save the photos and attach them one by one to the Document Tab;
Guest about 2 years ago in Document Management / Integrations 1

Needles 4- Send Notes to the time tab

It would be useful if we could send notes to the time tab to make entering time entries easier.
Guest about 2 years ago in  0

Adding the ability to dismiss notifications

The ability of dismissing specific notifcations so that the user may clean up the notification window.
Guest about 2 years ago in  0

multiple messaging windows should be available

When taking a message for a case, you should be able to open a new message window without losing the original message;
Guest about 2 years ago in  0

Send Message button should be on Notes Tab

The best way to communicate with staff is to be able to send a Message (a note) When doing something on a file - a regular note is easily missed and gets lost unless staff are looking for the note in an individual file; By easily being able to sen...
Guest about 2 years ago in  1

Changing Email Subject Line in Neos

When trying to email a document, I should have the ability to customize the subject line. This is important because some insurance companies emails are set up so they read the claim number in the email and it and any documents get sent to the corr...
Guest about 2 years ago in  0 In Development

Negotiations Tab New entry should have the Insurer at the top of the screen to select easily instead of being further down on the page;

The Adjuster does not populate until the Insurer is selected; You should not have to go looking for the Insurer lower down the screen
Guest about 2 years ago in  0

Notes tab should have easy to print report for a date range of case notes

Not easy to print multiple notes in a file
Guest about 2 years ago in  0

Widget for linking documents found on DOCS Tab to any other location in NEOS.

A widget that links any document on the Documents Tab to any other Tab in Neos. For example, the widget creates a link with the Witness Tab to the witness's deposition. Link name is by default the file name. Link is underlined blue or some color t...
Guest about 2 years ago in  2