If you submit an amount under the PIP coding it subtracts the amount from the total. Instead, it needs to show like the SET code where it indicates positive funds.
Anytime I sort columns and try to make user defined items as columns, once I exit out of Neos, the columns reset and I have to sort through everything again to get what I need. This eliminates the usefulness of being able to select columns that we...
Layout Manager: Allow editing field names and their substance
We should be able to edit an already created field when in the layout manager. Perhaps they can be thrown into a Directory or User Mini Directory. Additionally, we should be able to edit and change whether a field is a drop down, Y/N, monetary, se...
Needles should have the ability to send automatic text messages to clients to remind them of appointments. This should include date, time and location of the appointment
When you get returned search results you are very minited in what you can sort by. It would be nice if you sould sort by things like address or zip as well.
Would be immensely helpful if we could have quarterly and yearly recurring calendar items instead of having to set them up with the date settings in the recurring section of the calendar entry.
NEOS - Link 1099 Status Checkbox in QB with Provider Info in Neos
Quickbooks vendor/customer profiles has a checkbox that determines if they are a 1099. Being as it is a standard field in quickbooks, it would be nice if it became a standard field in Needles for a name that could be updated through the integrator.
Neos - Checklist Summary Button - Should be exportable to PDF
The Checklist Summary that is generated from the button on the Menu bar should also be exportable to PDF (currently it only exports to Excel/CSV and users have to go to the Reports tab and run it from there in order to export to PDF)
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