Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2688 of 2688

UDT Pop Out Should Display Provider Contact Info

We are using UD4 for our Recs tab, when you single click on an item in the list view and get the pop out, it shows everything from the tab - but does not show the contact information for the provider. We would prefer that the provider's phone and ...
Guest about 1 year ago in  0

Provider Notes - Add to main provider card info similar to the Value Notes

Currently there is no way to know if there are Notes in the provider card unless you click on Notes.
Guest about 1 year ago in  0

Document Filter for Hiding Temp Files

I'd like to request a filter that could exclude open files from the Case Document's List View. The view here shows ~tmp files and I'd like to have those not show when looking through a document list. They flood up the screen.
Guest about 1 year ago in  0

Bolded text in "If" statements losing bolded text once converted to Neos from Needles.

If a firm transitions from Needles 4 to Neos and have documents coded with multiple "If" statements that contain bolded text. When those documents are converted to Neos the bolded text no longer works. This is something very important to some firm...
Guest about 2 years ago in  1

Neos | Message Caller field

When entering Caller name fields, we should be able to enter the caller's name in it's own alphabetic field without having to search and add a new provider. 9 times out of 10 the caller does not already exist in our database and want to avoid extr...
Guest about 2 years ago in  0

Report Search Defaults to "Name" insteaad of Case Number

No description provided
Guest about 2 years ago in  0

Clear Filter off of View Docs Tab when moving from one case to another

Filters should not move from one case to another from the view docs tab.
Guest about 2 years ago in  0

Neos - Add data from a Case Calendar Item to the Outlook Calendar item.

In the current state of Neos, whenever add an event to the Case Calendar the information that is sent over to outlook through the sync process is the Date and Time, and the notes section; however, there is plenty of other data that the Case Calend...
Guest over 3 years ago in Integrations 0

Create a prompt or action in Needles that sends a message to a user whenever a new case is created

When an intake is assigned to a staff member a notification will pop up and a sound plays. It would be beneficial to have the ability to apply to new cases. Having some sort of message be sent to staff 1 or a pop up window would help..
Guest over 4 years ago in Messages 0

Neos: Ability to print Case Docs and Records tab

Currently, if you're using the browser print feature to print what's on the screen for Documents and Records tab, it does not show the data. It would be nice to have the print capability for these screens to display what has been entered for each ...
Guest over 3 years ago in General 0