Ideas & Enhancements

7 Vote

Neos - PDF Template Set up

Setting up a PDF template in Neos we currently are unable to select multiple parties from the same case to populate the fields within the template as we were able to do in Needles 4 and Needles 5. It is believed that the functionality extends to o...

Created 09 Feb 18:05

General

0
7 Vote

Copying case dates to companion cases

The program should have the ability to copy over case dates from one companion case to the other. Same feature that is available through bulk actions for documents, insurance tab, counsel tab, etc.

Created 06 Feb 18:26

General

0
7 Vote

Value Tab - Allow for capturing cost of postage

The value tab currently will not allow for posting of values less than $1.00; however, firms will need to be able to capture all costs no matter how small.

Created 04 Feb 19:47

General

1
7 Vote

Neos Settlement Memos - Add Settlement Note to All Items on SM

There is a Settlement Memo Note field in the Value tab, please add it back to all items on the Standard settlement memos

Created 03 Feb 16:28

General

0
10 Vote

Search Criteria

Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases. Std search offers no filters (Unable to get a filter window...

Created 19 Apr 18:13

General / Search

1
7 Vote

Generate multiple medical requests at same time

Would like to be able to generate multiple medical requests at the same time.

Created 07 Dec 19:09

General

0
8 Vote

Cloud: Sub folder creation in cloud docs

Cloud: Sub folder creation in cloud docs. The firm wants to be able to create folders in cloud docs and then put files in it so its neatly rather than locating it throughout the list. They had the same concept in Needles 5 and wanted the same func...

Created 24 Apr 18:22

General

0
8 Vote

Cloud- Filter 'Party Birthday Listing Email' report to filter by month alone

current filter softs by year which does not help when looking for birthdays by month

Created 10 Apr 18:57

General

1
7 Vote

NEOS - "Group By" option in other list tabs

There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.

Created 07 Oct 18:08

General

0 Planning to Implement
7 Vote

NEOS: party role after the party name when generating documents

When merging document and selecing the party name; the drop down doesnt differentiate what role the party is. It only shows the list of parties name in the drop down. We need to add a role after each party name so we know who are generating the do...

Created 09 Sep 20:32

General

0 Future consideration