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Ideas & Enhancements
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Needles 5.0

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Neos Intakes: Checkboxes for Mass Update/Archiving

Right now we have to open each intake in order to access the drop down menu to Archive. Please make that process available on the grid view.
Guest over 2 years ago in  0

Ability to add total from columns to last row in list/table.

As a user I wish to generate totals for columns in a table/list so that I can automatically generate totals in my merge templates without the need for Word Mail Merge codes.
Guest over 2 years ago in  0

Search Value Items By Amount

It has been to requested to search value items by amount both by report and on the case level.
Guest over 2 years ago in  0

Add Option to add Party or Provide Contact Details to Outlook

Add feature to create an Outlook contact from both Party records or Provider records. Fields to include would be name, address, email address, phone numbers and date of birth. This will add a benefit to the 365 integration.
Guest over 2 years ago in  0

Export Value Tab Memo's As CSV

It has been requested that Settlement Memos generated in the value tab have the option to export as CSV files in column format so that they can be edited upon export.
Guest over 2 years ago in  0

NEOS- User requesting vertical manipulation of columns on notes tab

Verticality in notes columns would allow at-a-glance review of note contents
Guest almost 3 years ago in  0

User would like report subscription to be sent out as a pdf file or csv file

User would like the file sent to his email instead of the link to download it in the browser.
Guest almost 3 years ago in  1

Neos - DTF - Auto Populating Fields

In Neos when creating a transaction detail on a value item, you have the option to create a DTF. When this is created the memo line automatically fills with the provider's name, however the other information does not automatically fill in. Would l...
Guest almost 3 years ago in  0

Modify Checklist Names From List View

It has been requested that functionality be added to modify checklist item names, via copy/paste, from list view, instead of having to click into details.
Guest almost 3 years ago in  0

Single space formatting of tagged emails to the Notes tab should be an option

When you tag an email to a case and it shows up in the case tab, it is double spaced and you can't easily make it single spaced. It would be useful if we could have an option to change the formatting to make it single spaced.
Guest almost 3 years ago in  0