Ideas & Enhancements
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Needles 5.0

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Add Ability to search for fragments of names in the "All" search

Add the ability to search for name fragments in the "All" search filter. It would allow a more streamlined workflow.
Guest almost 2 years ago in  1

Have the activity feed show what field was changed, specifically for the Party and Case tabs, but all would be helpful.

It would be very helpful if the activity feed showed exactly what field was changed in the Party and Case tab. Currently it only shows a change was made but does not show the change made or what field was changed.
Guest 10 months ago in  1

Show full name of contacts consistently across contact cards, cases, views

When one has persons with similar names, it is helpful to how the full name (with initials, etc.) to ensure you are referencing/addressing the proper contact.
Guest 10 months ago in  1

Ability to Add Provider Address With Just Business Name

When entering an adjuster, for instance, it would be beneficial to be able to just add the insurance company (no mailing address) that they work for to enable a quick look. Old Needles allowed this, Neos requires an actual address to be entered be...
Guest over 2 years ago in  2

Neos Calendar: Please make it easier to go into a case from the calendar event without having to open the event completely

No description provided
Guest about 1 year ago in  1

Option to select company after a check request is submitted to QB Integrator

In Neos, if a company is not selected after requesting a check by clicking "Add, more", there is no option to select what company the check is coming from before it's sent to Quick Books. This should be a feature offered in the integrator. It shou...
Guest about 2 months ago in  1

Ability to Lock Columns for User Defined Tabs like the Records Request

It would be nice to be able to lock the columns so that other users don't toggle certain data on or off. Maybe even grant it as a special permission to be able to lock it so they remain the same across other cases too.
Guest 4 months ago in  1

Option for text messages to post to notes instead of case docs

We would like for there to be an option for text responses (.txt files) to be posted to notes instead of case docs. This will make it easier from an organization standpoint and allow all correspondence to be n the same place. Thank you
Guest about 3 years ago in Messages 0

More "Bulk Action" options in Case Docs (Party and Tags)

Currently, "Bulk Action" in Case Docs only lets you change the date, category, type, and staff created. You should be able to bulk change any document detail, not just those 4 (which seem to be somewhat random). Specifically, I need to be able to ...
Guest over 1 year ago in  3

New Note tab on Checklist item - add to regular "notes" list as well

make it so any note added at the checklist level is duplicated to or has option to be added to the regular "notes" folder
Guest about 1 year ago in  0