Ideas & Enhancements
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Neos Mobile App

Add the ability to have a mobile app for easy review of Neos while on the go
Guest about 3 years ago in General 4

Advance Search case documents need to be able to filter by tags and add tags as a column in the result area.

Advance Search case documents need to be able to filter by tags and add tags as a column in the result area. To enable the ability for staff the see items that need their review which is a tag option.
Guest over 1 year ago in  1

Have the ability to respond to Neos messages from the note tab.

This would be helpful if the note wasn't sent to you but you need to respond.
Guest 4 months ago in  0

Document Tab drop downs are not providing enough information to be able to distinguish between entries

In document tab when you have a list of items that you want to include in a merge into document. This happens both when you are selecting records from our user defined tab and from the time tab see screen shots attached. From the records tab you n...
Guest over 1 year ago in  2

Case Field type Money

If it is $24,864.27 (it allows a period) then it looks like 24864.27. Can we make it so that when the page is saved the system puts in the comma(s), and dollar sign?
Guest over 1 year ago in  0

Create an App so that users can have easy access through their smart phones

No description provided
Guest about 1 year ago in  0

Integrate with Adobe Acrobat Pro DC

We use Adobe Pro for EVERYTHING in our office. It would be great if Needles integrated with it. There are 2 huge advantages that could be utilized. Adobe sign is easier to use then docusign, IMHO, especially since we are always in Adobe pro anyway...
Guest over 3 years ago in Integrations 4

Multiple Referred-By Source Selection

On the Case Tab, you can only select one referred-by source, but if a case is referred by multiple sources you do not have anywhere to enter that information. It would be great if a searchable field had the ability to have multi-selections.
Guest 3 months ago in  0

AKA name should show up in the search field

When typing the AKA name, you must type in last name, first name format and only then the "new" name shows up in the search field. (Nothing shows up if you type first name then last name). There is no way to know which person from the list is the ...
Guest almost 3 years ago in Search 1 Already exists

Ability to compose multiple messages at once

Currently, if you are composing a message, then switch to a case and click 'Add Message' - it overwrites the initial message you are composing (this also occurs if just composing from the message inbox and click 'Add' new message - due to the many...
Guest about 1 year ago in  0