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Ideas & Enhancements
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Needles 5.0

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Records Status Tab

In the Records Status tab, would like to have it so that we can add multiple notes and be able to see them line by line (one line per note - like in the values tab) Right now, there is 1 line for notes, and to read all notes added you have to scro...
Guest almost 4 years ago in Messages 0 Future consideration

Change logging of all the changes.

It would be super helpful to have an actual change log of all changes so when troubleshooting issues that arise randomly after a Hotfix or upgrade has been applied we can point to what might have caused it.
Guest 6 months ago in  0

Change logging of HotFixes.

It would be super helpful to have an actual change log of Hot Fixes so when troubleshooting issues that arise randomly after a Hotfix has been applied we can point to what might have caused it.
Guest 6 months ago in  0

Insurance Tab

the ability to rearrange the fields and add text boxes next to each for separate commenting/note taking.
Guest about 1 year ago in  0

It would be great to have the ability to pull demographic information of a party by making an option to extract it to send it out with ease. Often we need to send contact information on a party, and it would be helpful to be able to extract the information to be easily copied to a text or email.

No description provided
Guest about 1 year ago in  2

Check conflict when calendaring an event.

A message will pop up when a new event date and time conflicts with an already scheduled event and will alert the staff member.
Guest over 1 year ago in  0

Please change the checklist back to the way it was prior to this new UI update.

Adding notations to checklist items is very painful now, and if the notation is too long, you can no longer click a checklist item to see the full notation. If the note extends past the field of view, there is NO WAY to see what the rest of the no...
Guest over 3 years ago in Checklist 0

Drag and Drop Files from Emails Directly to Neos

It would potentially save time to be able to drag files directly from Outlook emails into Neos consistently. Some users are already able to do this it seems.
Guest about 1 year ago in  0

Neos- Add more filters on Browse Documents

Currently no way to filter Document Category, Case # or Date Created on Browse Documents screen. These filters would eliminate the need to have to go in to each case documents tab every time you need to access a specific file.
Guest about 3 years ago in  1

Email Tag - Search by File Number

It would be nice to be able to change the default search fields when tagging an email to Neos. To be able to search by "File Number" would be very helpful for us. That is the commonly used search number that we use for multiple programs.
Guest 10 months ago in  0