Ideas & Enhancements
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Needles 5.0

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Ability to Designate Type/Category for Texted Photos

Texted photos currently save to the main document folder for the case, which creates unnecessary clutter. We'd like to be able to map all texted photos to one type and category in the case.
Guest 8 months ago in  0

A way to sort when you are searching for a certain address/city/state

A way to sort when you are searching for a certain address/city/state
Guest 8 months ago in  0

Allow the import of multiple Phone Numbers through the Intake Import function

The limitation of only one phone number field per imported intake is severely limiting. There should be an option to import at least one of each possible number/email/account type per CSV form.
Guest 8 months ago in  0

Reporting: All report views add a column for Date created / Date modified.

it would be very helpful in the All report views to have the columns for Date created / Date modified.
Guest 8 months ago in  0

Add the ability to add additional Phone numbers Neos API

When trying to integrate with third-party intake solutions there currently is no way to add multiple phone numbers. This causes an issue when a client leaves two or three numbers and these third-party documents it in the synopsis area but most of ...
Guest 8 months ago in  0

Mac Neos Add-Ins Do Not Allow User to Sign in With Microsoft Account.

Unlike the Windows Neos add-ins and Neos webpage, you cannot sign into your Neos account with your Microsoft email & password.
Guest 8 months ago in  0

Quickbooks Online enhancements

QuickBooks Online integration should have the checks auto select print later when posted, and have the memo field grab the information from Neos
Guest 8 months ago in  1

Neos - Report List - Add a column to show the Category of the Report

If you have many categories, it will be easier to locate the report or set category permissions if we can see the category in the list.
Guest 8 months ago in  0

Remove dead SharePoint links

We work inside Neos for document management, but occasionally a Neos-linked file will be deleted on the SharePoint/OneDrive side. This creates a dead link to that file ("missing" file). The prompt when a dead link is clicked is to attempt to locat...
Guest 9 months ago in  0

Be Able to Tag Custom Phone Numbers

Several doctor's offices have one fax number for the office and a separate one for records and/or billing. As of now, you can't pick which number you want to tag for your letters if one is named "records fax" or any custom value. It will only let ...
Guest 9 months ago in  0