Ideas & Enhancements
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Needles Addin - Post Date and Time of Email instead of Note

Email Posting Date / Time: I wish that when you posted an email to a Needles matter that it used the date and time stamp on the email as opposed to the date and time that the note was entered.
Guest over 4 years ago in General 0

Larger Photos of Client Photos and Intake Staff (instead of just a small 1 inch box)

Could we please add this I think it would be very helpful and user friendly
Guest 8 months ago in  0

A Case Tab Section Solely Dedicated to Medical which transfers into the value tab and a cast tab solely dedicated to case expenses

Can we get a case tab that is solely dedicated to medical. bills and records and another tab soley for case expenses which automatically transfers over to the value tab instead of everything being uploaded in the value tab
Guest 8 months ago in  0

Different Boxes In Negotiation Tab For The Same Provider But Different Policy Type

Having separate boxes for each policy type or adjuster regardless of the Provider would help organize the negotiation tab. Users want to be able to Organize this tab by policy type instead of lumping all Policy Types under one Provider.
Guest about 2 years ago in  1

Show client names when searching provider usage & create report

When you go to a provider and click on List Provider usage it allows you to see the case #, involvement, dormant, and case type. It would be easier if it showed the client's name so that you can easily know which clients were seen by that provider...
Guest over 3 years ago in Auditing 0

Cloud- Filter 'Party Birthday Listing Email' report to filter by month alone

current filter softs by year which does not help when looking for birthdays by month
Guest about 4 years ago in General 1

CLOUD: Close all open tabs in one click

CLOUD: Close all open tabs in one click. The user always have extra tabs or multiple tabs open when working in Neos. They want to be able to close it all at once if there is a button for it. Similar to how we have it in Needles 4 and 5 then when w...
Guest about 4 years ago in General 0

tab key functionality and arrow keys in Neos like you were able to in Needles.

In older versions of Needles clients were able to tab and use the arrow keys to navigate easier. This functionality seems to be missing from Neos and would be very useful in navigating the different screens and increasing work speed for multiple c...
Guest over 3 years ago in General 1

Do not allow Zeros (0) Dollar Values to Auto Populate in the Values Tab

#206133 We need a workaround for the dollar amounts that auto populate in the Award Tab's Fields. It auto populates zero dollar amounts which throws off my reports. Steps Taken to Identify Issue -connected via t.v. -walked through her user defined...
Guest 8 months ago in  1

OCR Preview side tab that expands which shows the highlighted portion of what you are looking for

Having a s similar to how dropbox or sharedriver shows a preview of the document with the highlighted OCR portion would be ideal
Guest 8 months ago in  0