The QB Needles integrator should include the providers address. phone numbers and emails are nice but some firms rely on the address to differentiate between office locations.
Neos- Separate Negotiations by Insurance and Policy Type
Currently in Neos, when entering negotiations with the same insurance company, but different policy types they are being grouped under the same insurance. In Needles 5.0, the negotiations were grouped by the same Insurance Company and Policy Type....
From Roberts & Roberts
When viewing the calendar, would it be possible to see more information for each appointment? Right now for created appointments, we can see Subject, Type, and Party.
If possible, staff members would like to also...
When tagging outgoing emails, one should have the option of tagging and sending in one fell swoop instead of having to go hit "send" separately (like Needles "Post and Send"). This is inefficient.
Adding more filters/columns for Mailing List Reports
For mailing lists, is it possible to add more columns to filter by, like zip code and email address? If it is not possible on the Mailing List section of the settings, can it be made into a report? Please add the option to see party emails to the ...
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