Ideas & Enhancements
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Needles 5.0

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Allow exact searches to be an option

A user uses a provider often that is named SSA. When you go to search for SSA the search will pull every single name in Neos with the letter S S A in alphabetical order. So you will have to scroll through 50 names to find the actual provider that ...
Guest over 2 years ago in Search 1

Ability to Change Date Format When Coding

Want to change the date from being spelled out to XX/XX/XX format and cannot currently.
Guest over 1 year ago in  1

NEOS- Search Parameter Default Preference

Clients would like to be able to set preference with search parameters to eliminate having to reselect after using different ones.
Guest over 2 years ago in Search 0

Add a Specific Case to Open Calendar View

It would be helpful to see a specific case calendar in open calendar view, that could give us the ability to see that cases calendar compared to specific staff member's calendars.
Guest 8 months ago in  0

Mass Update Primary Staff

Would like the ability to update the primary staff in bulk. Not able to do so right now.
Guest over 1 year ago in  2

Dormant - Marking Case as Dormant

Browse Cases - there should be a way to remove the cases marked as dormant from an open status so they do not appear on the open case list. Instead it requires you to mark the dormant to see only “dormant” cases separate. You should be able to see...
Guest about 2 years ago in  0

Settlement Memos Saving into Case Docs

Please code Neos so that any settlement memo generated is automatically saved into the Case Docs. Right now I have to save the document in an outside folder and then move it into the Case Docs. This is a very unnecessary extra step that is forced ...
Guest about 2 years ago in  1

Allow Options for which case is opened when searching and selecting client per staff preferences

Inside of Needles Neos, when you search for a client and double click on them to select it will open the latest case under that party's name, but in some instances it would be a time-saver to be able to choose the latest of a specific case type. S...
Guest over 2 years ago in Search 0

The Search box is too short for the font style.

The Search box is too narrow for the font style. It cuts off the tails from lowercase letters. Sometimes, when I come back to the box after being called away on another task, I have to do a double-take and ask myself, “Did I type a g? Or was it a q?”
Guest almost 5 years ago in General / Search 0 Unlikely to implement

Ability to show mailing list a client is attached to within their provider card.

It would be a good idea to add a button to show what mailing list a provider card is attached to within the provider card. In the old Needles 4.9.1 the option to add and see was a click box on the provider card. I have attached pictures to help out.
Guest 8 months ago in  0