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Button to Associate Contacts with Case through Address Book or Related Contacts

Since you can access Related Contacts in a case, it makes the Case Contacts partially redundant. However, without that tab, there is no way to add contacts to a case. There should be either a way to relate additional contacts to the case through t...
Guest 9 months ago in  0

Change Received From field in exported QuickBooks items

When exporting items from the Neos Integrator to QuickBooks, the listed party on the items always matches the primary party from the Neos Case. Once imported into QuickBooks, these transactions list as having been "Received From" this primary part...
Guest 9 months ago in  0

Neos: Add more rows for text in case intake

#89923: Currently, you must type all text in one row, which is very tedious and inconvenient. Adding more rows would make the intake notes much easier to type and read.
Guest almost 4 years ago in General 0

Provider Information - More info when searching from tabs

Add ability to pull in more information when searching for a provider on a tab so you can see additional info about that provider. Also allow ability to see more information on the actual tab about the provider (like notes).
Guest over 1 year ago in  0

Group Checklist Summary by Client

On the Value Tab you can have it grouped by Med, LIEN, ETC. I would like Checklist Summary to be able to be grouped by clients to where it condenses down my checklist but shows me how many items are due for that client in the date range entered. I...
Guest over 1 year ago in Checklist 0

Allow the default browser in needles 4 to be changed

In needles 4.8 internet explorer is set as the default browser for all websites to open from in the program. Changing external settings does not work and there are no internal settings to change the default browser. Please allow customers to chang...
Guest about 3 years ago in General 1

User would like to be able to change the date formatting for a date requested and received

In user tab 2 record/request they want to be bale to change the formatting when they generate a template instead of it defaulting to mm/dd/yyyy.
Guest about 3 years ago in General 0

separate permission to remove/delete the special flag note on a case

It appears to be the same as the general notes. Some staff should be able to delete/remove the special note but not delete regular notes. If someone doesn't have permission to delete notes it doesn't allow to use the clear on the special flag note...
Guest almost 4 years ago in General 0

Search When Adding Items to Checklist

When adding items to a case checklist, you have to scroll through a list. It would be nice to be able to use a search box to find a specific checklist code.
Guest almost 4 years ago in Checklist 0

Change default attachment format when emailing in Neos to "Link" (from PDF)

When emailing a document in Neos, the current default is to email it as a PDF. 95% of the time, I am having to change it to Link (which, I think, used to be the default). Often, I forget to do this, and have to resend emails with the proper link. ...
Guest 9 months ago in  0