Have the option to have checklist items pushed from weekends to the following Monday. Though the checklist may say that an item should land on a Saturday or Sunday, there should be a setting or option to push those weekend items to the next Monday...
Begin Providing Support for Word Desktop App Again
Neos did away with support for the Word desktop app. For a while, we were still able to use it, but now it's gone completely. This is problematic for power users and advanced Word functions due to the need to switch views when online and other lim...
It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.
Guest
about 3 years ago
in General
1
Already exists
One feature that would be beneficial to have would be a "State" dropdown in the Case tab. Our firm practices in multiple states, and for each case, it would be helpful to insert a label as to which state the case is in. This would be helpful for c...
Ability to adjust 'In Litigation' status on case header
In its current functionality, there is not a method to adjust the status on the case header if it is marked as 'In Litigation' to a different status. The only workarounds at the moment are to either enter a closed date for the case (effectively pu...
Add option to search by All when searching for a case to tag an email to from the Neos Outlook Add-in
Add the All option in the Neos Outlook add-in when searching for a case just like the option when searching for something in Neos. This will save users time from switching between searching by case number or name.
Reschedule Calendar appointment populates option to assign new date
In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.
As I look at the Neos Ideas & Enhancements portal, I’m starting to realize that whoever is moderating the enhancements request is not correlating items together. Here is what I mean If you bring up the Neos Ideas & Enhancements and do a se...
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