After the last patch, Neos had moved the case folder link from the case tab to the Case Docs tab, this is more steps in order to navigate to sharepoint, and makes the process longer. Please revert this change and put the case folder link back on t...
The new "hover to get scroll bar" feature causes more mouse use and pin-point control. It may look cool, but it isn't user friendly. Fast, efficient = a good program, not the graphics. Whenever you have to remove hand from the keyboard, grab the m...
Our Social Security client rely on documents directly from the SS website. They can download a .zip file of all client documents, which includes an Index file. This Index is not accessible from the client folder in SharePoint. Known Clients affect...
Requesting that we change the dropdown when creating a new transaction back to the way it was prior to the July update. She would like it to go back to when someone makes a payment to them, it can still be marked in the system as a payment, not an...
I have multiple check requests for the same provider that I would like to be able to have them print onto one check instead of 100 checks. I used to be able to do that in Needles 4.8.2.
Allow Companion Case Folders to be Nested in Main Case
Currently, this is not possible, if you were to change the case folder for a case that is apart of a Companion group it will change all the case folder links to that one folder; however, whenever you have them seperated from the companion group an...
NEEDLES MESSAGES REQUEST: We have an idea that could apply to the notes messages. I see the quick fill items that are available for texting. Can we make a quick fill feature for notes
Neos - Remove Report Category based off of the Special Permission Exceptions.
Suggestion: Whenever a user has the permission to view reports but doesn't have the ability to run specific reports due to their Special Permission Exceptions for reports, the tab inside of Neo's Report Tab should not show the category. Current: C...
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