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.
A new layout manager field that acts as a note/static text.
In layout manager, there should be an option that allows for static text. As of now, there is no option that allows you to leave text that does not have a checkbox, text box, etc. Firms are looking to add notes to a few sections.
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.
it would be nice for staff to be able to see a Case Calendar in the view of an actual calendar or to be able to export it to a calendar view to save as a PDF or to print.
I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Are their plans to bring back the Quality Assurance aka CRM tab capabilities?
From time to time our firm plays around with the idea of bringing back the Quality Assurance or CRM tab capabilities it seems to me that this could easily a module like the intake solution in order to help Neo's customers have a better understandi...
Oftentimes our teenage clients reach the age of 18 during the pendency of the case. Would be nice to be alerted/notified when "our client" "minor" reaches majority.