Ideas & Enhancements
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Needles 5.0

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Mini-Directory Default Values

It has been requested that the option for default values be added to mini-directories. The specific context is so that clients can have intakes auto generate an intake-specific class code on creation.
Guest over 2 years ago in  0

Link note in Notes tab to Record/Requests it pertains to

When noting in the notes tab pertaining to a particular request in detail, have an drop down menu where you can choose a request it pertains to. So when you are are in the Record/Request tab you can either see those notes directly or have an addit...
Guest over 2 years ago in  0

Record/Requests - include hyperlink to document from record/request tab

Have an area where the document can be viewed from the record/request screen, not needing to go to case docs to view document.
Guest over 2 years ago in User Tab 1

Allow Document tags to be appended multiple fields come in one tag

For some documents, adding two tags changes the format. If you could add two fields in one document tag, that would assist in keeping formatting correct and include all necessary informationEx. One tag to include both a Provider's full name and ad...
Guest over 2 years ago in  0

Ability to Mass Update Provider Roles

Please consider implementing the ability to mass-update provider roles similar to how Case info can be mass updated from Advanced Search. This will make bulk-updates to providers very convenient and less time consuming than the current process.
Guest over 2 years ago in  0

Provider Usage Listing Criteria - Select All Option

When selecting a provider to see the listing where the provider appears would be more user friendly it if listed all by default or allow a "select all" wherein it relates to case types. The choices for a firm could be a voluminous amount of case t...
Guest over 2 years ago in  0

Ability to Remove Calendar Event if Organizer is inactive

The ability to remove calendar events when the organizer is no longer active or working with the firm would be well appreciated by those who no longer have access to their email accounts.
Guest over 2 years ago in  0

Add "Comments" As a Column In Neos

It has been requested that a Column be added for the "Comments" field in Insurance Items within Neos, so that customers can view comments on the list level.
Guest over 2 years ago in User Tab 0

Neos - Add notification for user/admin when the link has been broken between Neos and Office 365

When a user changes their Outlook password or 2FA needs reauthenticating they should receive a message to reactivate their email through the Staff profile.
Guest over 2 years ago in  0

Neos: Support Tagging an Email while it is in draft

Please add support for tagging an email while it is in draft and delaying the copy of information to the Notes tab until after the email is sent. Currently, the email draft is copied to Neos at the point in time of the tag, so any information adde...
Guest over 2 years ago in  3