Ideas & Enhancements
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Needles 5.0

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Print Options from Docs Tab

We have download and email options but what about print options without having to download the document. Not only print it by itself but bulk print too.
Guest 7 months ago in  0

Option to open word doc or PDF in native program instead of opening new window in browser

There should be an option to open a word doc or PDF in WORD or Adobe directly instead of opening it in another tab in the browser. WORD documents when opened in the browser look funky and we rarely edit documents in the browser, almost always edit...
Guest about 4 years ago in General 1

Notification Center: Clear Notifications

Currently, the notifications center retains all notifications for up to 15 days. We would like the ability to clear notifications. As the system currently is, the new gets mixed up with the old.
Guest 2 months ago in  0

Users should be able to access all emails associated with a provider from within the Conacts tab of a case.

A client has voiced the desire to be able to send an email to all associated emails of a provider from within the case contacts tab. As it stands now, a user will be redirected out to the Provider card/Address book and then can only select one ema...
Guest about 1 year ago in  0

Adjustable font size in Neos

The font size in Neos should be adjustable. At least a couple of sizes to choose from like on a cell phone you can choose the text size.
Guest 9 months ago in  1

Link Companion Cases in Browse Case Screen

It would be helpful to link case names to each other in the "case browse" screen using an icon notating a particular case is connected to another case. (example, like in case documents relating to documents) I feel this would be helpful because so...
Guest over 1 year ago in  0

Changing Email Subject Line in Neos

When trying to email a document, I should have the ability to customize the subject line. This is important because some insurance companies emails are set up so they read the claim number in the email and it and any documents get sent to the corr...
Guest about 2 years ago in  0 In Development

Format Phone Number and Address in Reports

Our company would like to make a readable report that lists the contact information for everyone in a case. Using Advanced Search, the phone number is just a string of numbers and the address is all spread out. My suggestion is to have full defaul...
Guest 2 months ago in  0

with premium texting I would like to add a template to identify our firm

When client receives a text its from the phone number assigned to our firm from Premium Texting but if client does not have that number added as a contact they do not know who is texting them.
Guest 2 months ago in  0

Provide a drop down for the call field in the communication field.

When selecting a contact, Neos can see the phone numbers listed under that contact. The Phone # field should still be able to take new phone numbers, but should also allow you to select phone numbers from a drop down.
Guest 2 months ago in  0