It would be helpful to that the Neos Outlook add-in Case info button change color to indicate that the email that was received was tagged to a case and even show the tagging history of the Email Thread so we can ensure quickly that all the corresp...
"More Info" field not referenceable in Intake Layout Manager
When inside the intake layout manager, we want to reference the case tab's "More Info" field, however it is not an option. Please provide us an option to reference it in the Intake Layout Manager.
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...
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.
Manager provider card layout based solely on provider role.
We should have the ability to manage the provider card on a provider role basis. This would allow the customer fields to appear when searching providers, preventing us from having to place the provider in a certain case type to view/edit desired f...
Users would like the option to add more colors to the all around display of Neos to make it brighter. Maybe have different display themes for users to set up on their specific profiles.
Ability to remove an Auxiliary checklist from a case (especially a LIT checklist)
I think it would be very helpful to have the ability to remove a checklist from a case. On the case header, you can see all of the "litigation titles" aka auxiliary checklists. Once added, you DO NOT have the ability to remove the header informati...
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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