Ideas & Enhancements
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Rearrange Checklist with the ability to move task up and down with easier or number them 1-10 etc

Rearrange Checklist with the ability to move task up and down with easier or number them 1-10 etc
Guest 9 months ago in  0

Apply Sharepoint changes to Case Doc

Changing titles of many documents one after another in Neos is VERY time consuming. It is far easier and faster to do it in Sharepoint. Either make it so that Neos doesn't have to constantly re-load after every chane, or apply changes made in Shar...
Guest over 1 year ago in  0

Add column for "Organizer" in the Case Calendar list view

This will be helpful if we need to handle calendar entries created by someone who no longer works at the firm.
Guest over 1 year ago in  0

NEOS - Search Preview Isn't Showing Full Address

The preview pane the pops out of the right side of the search window when you click on someone doesn't show the full address in the "Address" section. It only shows address line one.
Guest over 3 years ago in General 1

NEOS - Select All Option on List Tabs

At the moment, there is no way to quickly select everything on a list tab to apply bulk actions too. A select all feature would be nice.
Guest over 3 years ago in General 0

NEOS - Modify the Size of Sections on Needles Today

Currently no ability to modify the sections that exist on Needles Today or what size they are. In Needles 4 and 5 you could turn on and off the Calendar or Checklist Summary sections.
Guest over 3 years ago in General 1

Calendar - make the appointment the full color of type

The super small color circle next to the appointment name is not very useful. Please make the entire appointment box the color of the appointment type like in Needles 5.
Guest over 3 years ago in General 0

"Go to Case" in Outlook Add-in

In the desktop version, when the outlook add-in tagged a case, there was an option to "go to case" in the add-in after tagging. I don't know if that's possible, but it would save SO MUCH extra clicking and typing, as we often have to DO something ...
Guest 9 months ago in  0

Checklist Report

It would be extremely useful to actually be able to print the checklist items for tasking purposes.
Guest 9 months ago in  1

Provider Record Controls - Prevent use of a provider in a case (moved, out of business, etc)

For various reasons, over time provider cards can become "stale" and should no be associated with cases going forward. As these providers may already have history, removing them is not a good option. While more robust controls over maintenance m...
Guest almost 5 years ago in General 1