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Neos: Ability to have larger photo for Party

In Needles 5.0, the photo was a square and large enough to be able to see what the image contained. In Neos, the photo to the left of the Party's name on the Party tab is very small, and round, so you have to click on it to make it larger. It woul...
Guest over 3 years ago in  0

Column showing staff that are logged in

It would be beneficial to know what staff members are logged into Neos. If an employee is accessing Neos when they shouldn't be we would be able to tell. Needles 4 allowed admin to see everyone logged in. Please bring that back.
Guest over 3 years ago in General 0

Uploading video files to Neos Case Docs tab

We have had a lot of trouble uploading video files through the case docs tab. Can there be a folder or category designed specifically for video files that we can upload them to that maybe condenses the file size?
Guest over 3 years ago in  3

Neos -Allow the option to set MAN ref items to not be set to the earliest date when sorting by due date in checklists

When sorting items by Due Date in a case checklist, if items do not have a date set yet, they appear at the top as the earliest date, which clutters the checklist for users. Would like an option to hide or move items which the due date is not yet ...
Guest over 3 years ago in Checklist 0

Neos: Multiselect documents from new folder view

When viewing the list view in case docs you have the ability to multi-select documents to send to email. However, when viewing the folder view you only have the ability to send 1 file to an email at a time. It's not convenient to have this setup b...
Guest over 3 years ago in  0

Organization of the Case Tab

It would be helpful to make the preexisting fields in the Case Tab user defined. Some portions contain irrelevant information for our firm, while the current user defined field we implemented contains our need-to-know information at the bottom of ...
Guest over 3 years ago in  17 Future consideration

Neos: Keep consistency in tags for prefixes

When generating a case document, the Full Name tag for a party includes the prefix. It is denoted in the tag itself that should only be First and Last Name and would like this to be just that. The prefix is not necessary and, if needed, the prefix...
Guest over 3 years ago in  0

Neos: Add provider contact information to value items

In Needles, when adding a value item for a medical expense the contact information used to display as it does for an insurance provider so that you do not have to double-click on the provider to view the contact information. Would like to see the ...
Guest over 3 years ago in  0

Neos: Ability for multiple people to subscribe to a report

Currently, you may only have 1 person subscribed to any report when it would be beneficial to have multiple users subscribe to the same report.
Guest over 3 years ago in  0

Filtering Dashboard by "Our Client"

Would like the option to filter dashboards by "Our Client" checkbox on the party tab.
Guest over 3 years ago in General 15