Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2691 of 2691

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

Search with in the Neos calendar

User has suggested that a search option for with in the neos calendar, like there is in outlook.
Guest about 2 years ago in  0

ability to single space when adding notes to NEOS

No description provided
Guest about 2 years ago in  1

Neos: Shifts data if the parties are not listed in sequential order in the intake

How intakes are currently working. The order of the parties in the intake lay out are as follows: Party 1 Party 3 Party 2 How to recreate the issue: Enter party 1 information. Enter Party 3 information (it comes before Party 2 in the intake) Save....
Guest about 2 years ago in  0

DOI to appear in Search Results

When searching for a name, you can select the case/intake option to gather more information on the cases, however users would like if there was a way to show the most recent DOI for that name item to help them identify different cases when their n...
Guest about 2 years ago in  0

Checklists populating based on Stage/Status

when in an intake, it would be very beneficial to be able to customize the checklists based on the Stage/Status
Guest about 2 years ago in Checklist 0

Staff Directory permissions should not control staff dropdowns

We believe enabling the permission should control access to the staff directory itself, not dropdowns that list the staff codes.
Guest over 3 years ago in General 1

You should be able to launch templates (e.g. records request) directly from request tab once you set up the request.

It would be much more efficient to set up the request and then immediately launch the appropriate document template from that request.
Guest over 3 years ago in General 0