Ideas & Enhancements
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Needles 5.0

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Neos - Special Note Header - Move the 'Clear' Button from the 'Arrow' Button

The 'Clear' button in the special note header of the cases is right next to the toggle arrow - it should be moved to avoid accidentally clearing fo the special note data
Guest over 3 years ago in General 0

Change the font size of a report

Add the ability to change the font of a report during export
Guest almost 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

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 over 2 years ago in  1

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 over 2 years ago in  0

Allow us to show the "Comments" column under the Insurance tab in Neos

Right now, under the Insurance tab in Neos, we have the ability to show/hide a number of different columns. Unfortunately, "Comments" is not one of them, and I'm not sure why that is. Please give us the ability to show/hide the "Comments" column u...
Guest almost 3 years ago in  0

DTF Items generated off Case exp/ other DTF value codes do note retain the memo

Creating a value item with the memo field filled out, once the subsequent DTF item is generated the memo on the case expense does not carry over to the DTF item. Instead when the DTF is generated the memo filled is filled in with the provider name...
Guest almost 2 years ago in  0

Can you add Add to Mailing List to the Actions Tab inside the Intake and/or have the intake default to general mailing list

Trying to get back to functionality in Needles 4
Guest almost 3 years ago in  0

NEOS: party role after the party name when generating documents

When merging document and selecing the party name; the drop down doesnt differentiate what role the party is. It only shows the list of parties name in the drop down. We need to add a role after each party name so we know who are generating the do...
Guest over 3 years ago in General 0 Future consideration

Ability to close multiple checklist items

I think it would be a great addition if we could select multiple tasks on Needles today to mark done
Guest over 4 years ago in Checklist 0