Ideas & Enhancements
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Needles 5.0

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Neos - Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed

Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed. Need to be able to see any changes made to the case, no matter which field or tab.
Guest over 2 years ago in  0

Bulk Update the Staff field from Advanced Search

It would be useful if the Staff field was able to be bulk updated from the the Advanced Search. Currently the field isn't available to be selected and the replace option from the staff profile is more than is needed at this time.
Guest over 2 years ago in  0

Change Default Calendar Appointment Duration

Would like to be able to change the default calendar Start-End time? Right now, if you are on the Calendar, and you Add and Event, it will default to a time of 15 minutes for the appointment. However, if you are in the client’s case and go to Case...
Guest over 2 years ago in  0

Special Note: Add the ability to pin or keep open the contents of the Special Note

Our very large client, Azar & Associates, may be migrating to Neos. They rely heavily on the Red Flag/Special Note. In Neos, when you click in a field, the Special Note data minimizes to one line. They would like the option to keep that field ...
Guest over 2 years ago in  0

Option to Make Multi-Party Document Generation Output One Document

If it is possible, could there be an option to allow multi-party document generation result in a single file with all the generated documents. Needles 4 and 5 had that functionality before and it would help skip loading each individual file.
Guest over 2 years ago in  0

Add clinic/office for provider and display it when searching

With providers, it would be helpful to have a field indicating what clinic a provider is working for and it would be especially helpful if that information appears alongside info like “address” and “case” when you search or at least displayed in t...
Guest over 2 years ago in  0

Add insurer/company for adjuster and display it when searching

With some adjusters working for multiple companies, it would be helpful to have a field indicating which insurer an adjuster is working for and It would be especially helpful if that information appears alongside info like “address” and “case” whe...
Guest over 2 years ago in  0

Linking items from User Defined Tab to Value Tab

Would like the functionality to have data from the two tabs linked. It could be something as simple as making it within the layout managers that we can have linked fields, where you can select a predetermined field on another tab to pull informati...
Guest over 2 years ago in  0

Lock settings section to only Admin Staff

We have had numerous employees going into the settings and changing our integration links, staff profiles, etc. It will be beneficial to lock non-admin staff out of the settings completely that way no issues arise from employees changing things or...
Guest over 2 years ago in  1

transfer a value item from one case to another

In cases where we are rep'ing a client for 2 different matters, and one settles, would like to be able to transfer cost items from one case to another without having to re-type it into the 2nd case
Guest over 2 years ago in  0