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Ideas & Enhancements
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Needles 5.0

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Neos: Value Tab Layout. Prevent resizing of the column widths

Same as the column order is remembered, the column size preference should be saved per user per case type. When you resize the columns, then open a value entry, and then go back to the list view, all of the column sizes reduce.
Guest 9 months ago in  5

ability to open email in outlook without pre-populating an email address

I appreciate the new email features, however, I would like the ability to either populate a custom value email address or bypass this field and open in Outlook to then email to someone not affiliated with the case contacts, such as a coworker or m...
Guest 10 months ago in  6

Please - TAKE AWAY the auto-generated documents when marking a task done.

We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!
Guest 7 months ago in  4

Signify e-mail tagged by another User on Outlook

It would be amazing if we could see that an e-mail has been tagged to Neos by another user on the e-mail.
Guest 5 months ago in  1

The insert "full address" in document coding adds two spaces between the state and the zip code.

Would like to get the bug fixed.
Guest 12 days ago in  0

Ability to individually move day-of checklist items freely up and down the checklist.

When on the dashboard, it would be very helpful to be able to arrange checklist items by clicking and dragging into the desired order. This would allow us to be able to put most urgent/top priority items at the top of the list and creating more da...
Guest 12 days ago in  0

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
119 VOTE

Total Item Count

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...
Guest over 3 years ago in General 6 Future consideration

Text Notifications

Allow the user to have e-mail notifications sent when a text is received rather than only being alerted inside of NEOS as you can with calendar, messages, etc.
Guest about 1 year ago in  4

Neos: Text Message Auto Responses

Allow auto responses to indicate when someone is out of the office. This will let the client know you may not be able to respond to them right away.
Guest 6 months ago in  1