Ideas & Enhancements
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Neos - Add additional information to Intake Layout, and Case Type Layout Edit Fields Box

Whenever you add a field into a Case Type layout, and a Intake Layout there is additional information which should be available to see when editing the field. Currently the only information inside of the "Edit Field" box is the Title for the field...
Guest over 3 years ago in General 0

When resetting a password, do not have a "Save was successful" if the password doesn't fit the requirements

When changing a password, if the new password doesn't fit the requirements (8 characters minimum, at least one capital letter, at least one lowercase letter, and at least one number) the "save was successful" notification still appears even if the...
Guest over 3 years ago in  1

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

Neos - Drag & Drop Documents - Allow for name change

Allow the ability to change the name of the document when dragging/dropping to the docs tab
Guest over 3 years ago in General 8 Already exists

Please change the checklist back to the way it was prior to this new UI update.

Adding notations to checklist items is very painful now, and if the notation is too long, you can no longer click a checklist item to see the full notation. If the note extends past the field of view, there is NO WAY to see what the rest of the no...
Guest over 3 years ago in Checklist 0

Add date/time for when a Note is emailed out of Needles

We want to be able to see when the note was emailed out of needles. As of now there is no way to confirm that a note was emailed out on a certain day at a certain time. We would like to be able to see that a note was emailed because using the day ...
Guest over 3 years ago in  7

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

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....
Guest over 3 years ago in  0

Adding the Option to Change Default Calendar View via Staff Profiles

They would like to have the ability to set the view and settings of the calendar per person to show the specific calendars selected, in the month/week/day/agenda view of choice like they had in N5. It has been found to be tedious to have to resele...
Guest over 3 years ago in General 0

Delete Please

Please Delete this oneSubmitting to Triage
Guest over 3 years ago in General 0