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Neos Calendar to Update in Real Time

The sharepoint folder link for the case has been moved to the Settings in the Documents tab. Users would like it brought back to the case tab as well.
Guest over 3 years ago in General 0

Allow grouping in advanced report by primary staff code

In the advanced search feature, you can group by all different columns except for the primary staff code. It would be beneficial if we could group by primary staff code for reporting/auditing purposes.
Guest over 3 years ago in Auditing 0

Neos Calendar to Update in Real Time

Would like the option to change the default assigned to settings for new calendar items to groups or staff other than the person creating the item.
Guest over 3 years ago in General 0

NEOS - Delete Old Sharepoint Items

Would be nice to be able to set a date in while old files from the sharepoint would get deleted.
Guest over 3 years ago in Integrations 0

Add integration to Needles 4 with PhoneBurner

Users would like the ability to integrate their use of PhoneBurner and by extension Zapier and PiePick with Needles.
Guest over 3 years ago in Integrations 0

Footer - Please create an area wherein users can pull the firm's footer

Like the header, firm's also use the footer.
Guest over 3 years ago in General 0

User would like to be able to run a medical timeline report with the information in user defined tab

User would like to use the information in the med rec chronology user defined tab in order to create a medical timeline report. She said this was previously able to do this in needles 5.
Guest over 3 years ago in General 1

Allow the option to add a specific time to Case Dates

Would like the option to add a specific time to the Case Dates.
Guest over 3 years ago in General 0

Neos - Quickbooks Integration with Invoice Creation

Currently, the quickbooks integration is very simple, and only allows the exporting of checks, and deposits; however, it would be extremely useful to export Time entries to an invoice, so we could serve our clients invoices with ease. These invoic...
Guest over 3 years ago in Accounting Integrations / General 1

NEOS - Address's Zip Code doesn't populate proper city

Whenever the user uses the zip code 92509 for Jurupa Valley, California it doesn't auto populate with this option. It seems that the API Neos interacts with, or our own data that we retrieve this information from doesn't contain Jurupa Valley as a...
Guest over 3 years ago in General 0