Ideas & Enhancements
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Needles 5.0

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Visible Provider Contact Information in Value Tab

When you open a Value item it only shows the name of the provider. It would be helpful if the providers contact information (address & phone numbers) were visible so you don't have to "go into" the provider to get the info.
Guest 8 months ago in  0

Allow Bulk Update across more fields

Currently not possible to bulk update email addresses and other fields in the party tab. It is very difficult to find commonality in cases types with large numbers. Bulk update needs to be re-written to allow any field to be updated in bulk.
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

E-mail Tag function in Outlook should default search by name, not e-mail.

The e-mail Tag function in outlook should default to search by name, not e-mail since the e-mail search isn't efficient. usually doesn't work and it doesn't fill in properly. Also - you have to click on "name" twice to get it it to stay on the field.
Guest about 4 years ago in Integrations / Search 0

Ability to integrate ring central instant message chat and call recordings

If we could add these features it would be great.
Guest 8 months ago in  0

Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear

Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear
Guest 8 months ago in  0