Ideas & Enhancements
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Case Tab Class Code field should be automatically resized to accommodate the length of the selected Class Code

Creating a new Class Code that is longer than 3 digits is a new function in Needles 5.0. The field needs to be resized to accommodate this length of the Class Code. Example - Class Code is Taylor Management and Description is Taylor Management
Guest about 5 years ago in  0

Auto tag emails to notes

I wish there was a way for neos to automatically tag emails to a case - even if it could just tag the replies thread to the case in neos instead of having to tag every email every time.
Guest 24 days ago in  0

I'd like to be able to combine documents within Neos rather than downloading them and using Adobe

No description provided
Guest 26 days ago in  1

Fix Excel =SUM to Not Break Templates

Currently having an =SUM in an Excel Document creates an error when generating a template from that document, even if the document does not source anything from the Neos file. Please fix it so it generates the document correctly. Support told me t...
Guest about 1 month ago in  0

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.
Guest about 2 months ago in  3

Add contact person to company in address book

When we add a company to the address book, we also have to add the name of the contact person in that company. However, the address book does not have a place to add this person's name. We have to create a separate contact for that person and the ...
Guest about 2 months ago in  1

Auto-populate Document Type field when generating docs from checklist.

When there's a default Document Type assigned to a specific document template, generating said document from the Case Docs tab (correctly) auto-populates the Document Type field. When generating a document from a checklist task, it does not.
Guest 2 months ago in  0

Show the cc in the Email preview side panel

It would be helpful to see the cc in the notes email preview side panel. Currently, only can see the To and From.
Guest 3 months ago in  0

Have an indicator of who is working on the same tab you are and have 2 people save their options at the same time.

It would be very helpful if there was a way to determine if someone else was working on the same tab as you and your changes may not be saved, similar to the screenshot I attached. And also be able to have multiple people save their changes withou...
Guest 3 months ago in  0

Allow bulk updating in advanced search to blank

We sometimes have the need to remove a staff member from multiple cases on the case tab but we do not want to replace them with someone else. We just need for it to be blank. It would be beneficial to be able to bulk update those staff assignments...
Guest 3 months ago in  0