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Cloud: Search Screen Results

#85083: Alexis Napier (David and Associates) When searching a client the search screen shows the city where the client lives. It would be most helpful to our practice if it showed the office that this case belongs to which we note under the case t...
Guest almost 4 years ago in General / Search 2

Cloud - Support Room/Resource Calendars

Add support for room/group/resource calendars
Guest almost 4 years ago in General 0

Pop out cuts off date, confusing

When doing a search and using the pop out the date format is cut off and makes reading dates difficult (and now that its 2020) often confusing.
Guest about 4 years ago in General / Search 0

Cloud: Allow users to save their checklist modifications

After users modify the checklist, it returns to the original settings after they go to a different screen.
Guest about 4 years ago in Checklist 0

Posting attachments from OL to Neos

When you post a message from OL to Neos, the attachment doesnt move with it. It would be beneficial to have the ability to drag from the inbox into Neos but instead you need to download the attachment and reupload it into Neos. Combining the two s...
Guest about 4 years ago in Integrations 0

Intake Listing Report randomly totaled & No filter for Open/closed

the report has random totals throughout. I cant figure out how its ordering/totaling them though.
Guest about 4 years ago in  0

"Intakes By Case Type" Tile - Totals

#84103: Ian Waldron (ian@davislawgroupseattle.com - Davis Law Group, PS) "The intakes by case type tile is great but it needs an area for a summarized total of all intakes in that view. For example, the total intakes in the view in my attached scr...
Guest about 4 years ago in General 0

Manually Set Default Document Path

The only way to set a default document path for a case is to have Automatic Folder Naming on. It would be much better to be able to browse to a filepath and have Needles use that as your default document path.
Guest about 4 years ago in General 0

Neos - Remove Timestamp from Reprots

Remove the timestamp from the date field in all reports
Guest about 4 years ago in General 0

Neos - CHange Colors of Checklist 'Done' Checkmark

Checkmark indicating Neos checklist item is 'Done' is too faint, can cause issues with checklist status
Guest about 4 years ago in General 0