Ideas & Enhancements
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Needles 5.0

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Display notes in Value tab list view.

Value items should have a column to show the most recent note left, or have a column where an icon denotes if an item has a note on it.
Guest 7 months ago in  0

Case number should transfer from Neos into Quickbooks Online

When a client is opened in QuickBooks Online from a check written in Neos, the case number does not show in the client information. It shows in the description line of the check but the information does not transfer to the client's profile info. T...
Guest 7 months ago in  1

May we have a CM intake call tab, and then the info be pulled to the other tabs and put in the many other tabs? It is very distracting to go through each tab on a call when trying to make notes, and read the accident report. One list of questions on on tab would be helpful to allow a continued thought of communication versus the distraction on waiting on tabs to open when in the middle of a conversation.

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Guest 7 months ago in  0

Neos University recommendation

Have the quizzes come up after each chapter, some users would like the quiz right after learning the section
Guest 7 months ago in  0

On Value Tab - Add the ability to add a column for staff code for staff modified or staff created.

On Value Tab - Add the ability to add a column for staff code for staff modified or staff created.
Guest 7 months ago in  1

Have different options including an interactive in Neos University

Since different people learn differently, it would be nice if there was a text only or video only series for the Neos Universities. Also, an interactive interface that we can go in and try things (mostly for Neos University) since if we make any o...
Guest 7 months ago in  0

Neos Premium Texting calls to your texting number

There a way to set this up with Twilio and if we just have to provide a phone number to point it to along with a CC for the minutes we are in favor of making this happen ASAP. This is confusing enough for our clients and when they try calling it a...
Guest 8 months ago in  0

When tagging emails, have option to filter by open files only

A partner asked me to suggest that the system allow us to filter the email tagging file list by open files only.
Guest 8 months ago in  0

Neos Calendar List View - Add a column for Organizer

This will help us determine who the organizer of events are without having to open each calendar item.
Guest 8 months ago in  0

Automatic checklist item for @'s in notes

Instead of having to do a TDO item in checklist it could automatically generate.
Guest 8 months ago in  0