Ideas & Enhancements
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Needles 5.0

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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

User would like to be able to copy ud tabs from within a case to ud tabs in other case types

User is trying to have multiple different ud tab and list in the set up for wc information in a mva case but she can only copy from user entry tab 6 in to user entry tab 6.
Guest almost 3 years ago in  0

Messages Tab should refresh after reading message

When you view a message from the Messages Tab, either from Preview or detail window, the list should refresh to show that message had been read. Currently it remains Bold to show unread until you move to another tab.
Guest almost 3 years ago in  0

Ability to Send Envelope of Multiple Documents to DocuSign

Currently there is only a method of sending documents one by one to DocuSign with the integration. It would save time and money if there was a way for multiple documents to be sent together as an envelope from the Case Documents tab.
Guest almost 3 years ago in  0

drag and drop documents from Neos into an email as an attachment

It would save a TON of time if we could drag and drop docs in Neos into an email to be sent as an attachment. We can already drag from email and drop to Neos - why not have the ability to drag from Neos and drop to email? Would save so much time v...
Guest almost 3 years ago in  3

Marking Documents as Action Required

Would like the functionality to create a Checklist item with a due date tied to a Document in the Documents tab for 'Action Required' document items.
Guest almost 3 years ago in  0

User would like exact searches for insurance providers

When searching for a provider name in to the provider search in the insurance and value tab it will sometimes get other insurance providers. If you put Farm's insurance it will include anything with insurance. WE used farmers and got an allstate i...
Guest almost 3 years ago in  0

Neos- Ability to toggle between Case and Intake checklist items on Needles Today screen

Currently on the checklist summary you have the ability to filter between Case and Intake checklist items. It would be nice to see the same option available on Needles Today.
Guest almost 3 years ago in  0

Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case

Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...
Guest almost 3 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