User would like the mailing labels report to give them the mailing labels instead of exporting to csv
User would like the mailing labels report to give them the mailing labels instead of exporting to csv and going through word to set them up in a mail merge. In needles 4 you were able to select what you were looking for>Mailing labels>party ...
Neos: ability for Neos add-in to look for in-line photos
When using the Neos add-in, File Attachments are only found if they are attached to the email, but not if they are in-line with the text in the body of the email. This would be extremely helpful if it will look for both so that in-line photos don'...
I'd like the ability to deactivate report libaries that our firm doesn't use or need. There are some report libraries that are empty "History" "Clean Up" that have nothing in them at all. It would be better to only let my staff see the reports tha...
Ability to drag and drop documents on any case tab
Regardless of which tab you have active in a case, you should be able to drag and drop documents into the case. The document would be saved to the Docs tab as normal, but you should be able to add documents with any tab active.
In cleaning up duplicates, it would be very time saving to see the Name ID in the search results. Instead, now I have to open the provider card to see which provider is which.
All day events currently work like untimed events in Needles 4 used to. They hide at the top of the screen and don't throw any scheduling conflicts. This is a good functionality of untimed events and should be kept in Needles 5 as untimed events, ...
Ability to Set Who Creates the Note for the Intake Comment
Currently in Neos, if an intake has a comment in it, it will become a note when it is converted into a case. Instead of the person who last edited the comment or the one who created it, it will set the person who made the intake into a case as the...
It would be very helpful to have a medical treatment tab that we could associate records and billing to, which would have categories for dates of service, costs, etc.
Dashboards - Should Pull Any Staff & Have Date Filters Auto Updates
Firm would like ability to pull any staff instead of only primary staff, and would like date filters to auto update (daily, weekly, monthly, quarterly)
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