Ideas & Enhancements

5 Vote

Calendar Time Zones

Calendaring across time zones is a fairly frequent business practice, and it seems the upgraded version of Needles should be able to accomodate this. Perhaps byt utilizing a drop down time zone feature to allow the user to select the timezone of t...

Created 10 Feb 21:59

General

0
4 Vote

Firm Address - Multiple Locations

Some firms have multiple locations as well as multiple phone numbers and maybe also a separate phone number for those who do not speak English. They would need to be able pull these fields into documents.

Created 13 Jan 14:57

General

0
4 Vote

Request templates should launch from Records Request Tab directly.

It would be much more efficient to launch the requests directly from the request entry, rather than entering the request and then generating from the case docs tab.

Created 09 Dec 22:35

General

0
4 Vote

Print Value Summary with totals including all payments and adjustments as was in Needles

Our firm used this report for all cases during mediation and settlement negotiations

Created 04 Dec 14:25

General

0
4 Vote

Make the the Alt Case Number (firm case number) the default for reference instead of the Needles case number.

Everywhere, you can see as reference the Needles case number by default. It would be easier for our firm to identify our cases if we could see the Alt Case Number (firm case number) instead.

Created 03 Dec 18:03

General

2
4 Vote

NEOS - Client Portal with Document Functionality

Being as Neos is a web based solution, it would be great to have a client portal that has the ability for clients to upload or access relevant case documents right to/from the linked sharepoint. This comes in handy when a client needs to send back...

Created 26 Oct 19:09

General

1
4 Vote

Move Names Between Mailing Lists

Add a Bulk Action to move people between Mailing Lists

Created 26 Oct 15:09

General

0
4 Vote

Neos Calendar fix time ending before start issue

Please fix the time ending before start time issue. If you have an appointment at 11:00 am and wand to end it at 12:00 pm, Neos will start the appointment off at 11:00am and end at 11:15am. To make the end time at 12:00 pm you must first select pm...

Created 22 Oct 14:05

General

0
4 Vote

Neos Calendar Quick select appointment duration

Please add an ability to quick select an appointment duration from a dropdown or a select box (ie. 15m, 30m, 45m, 1hr). The default is 15 mins which has to be calculated manually, this would make appointments quicker to schedule

Created 22 Oct 14:03

General

0
4 Vote

Update the "Known Issues" page on Needles 5.0 support

It would be helpful to have the list of Known Issues updated as a time saver - I had several issues this week and almost all of them were known issues. However, it took some time with the tech support rep to go over the issue, look for fixes, then...

Created 14 Oct 23:13

General

0