Ideas & Enhancements

46 Vote

Neos - Printing Notes directly from tab

User would like to print selected (single/multiple) notes to print.

Created 04 Jun 16:29

General

5 Already exists
35 Vote

Select Multiple Notes/Bulk Actions

On the Docs tab there is a check box next to each item which allows us to select multiple documents at once. The 'bulk actions' box appears, allowing us to perform an action to all the selected documents. I recommend adding this feature to the Not...

Created 05 Mar 17:25

General

6 Already exists
35 Vote

Allow users to add, edit, or remove Settlement memos

It would be much more efficient if users could add, edit or remove the settlement memos just like the templates. I am not sure why that was changed from Needles 4 to Neos but it is frustrating when you need to change one sentence but have to go th...

Created 11 Jan 15:06

General

3
34 Vote

Allow different color coding for calendar appts

Allow the Neos tag in Outlook to be different colors for calendar appts. Before Neos we would color code our depositions, hearings and trials with different colors so they stood out in Outlook. But now with Neos it only allows for them all to be red.

Created 08 Feb 13:41

General

3
31 Vote

Neos - Automatic Tagging for Newly Generated Emails

The functionality to have the newly generated emails be automatically tagged to the case in which it originated. Similar to ideas 700 and 710.

Created 22 Feb 20:43

General

2
29 Vote

Have Notification for when Intakes are available

Have Notification for when Intakes are available over the intake icon on the left. This way User's can know when they have Intakes they need to take a look at.

Created 04 Feb 18:11

General

3
41 Vote

Ability to change font size

No description provided

Created 09 Apr 16:50

General

4 Unlikely to implement
25 Vote

Multiple Provider Requests

It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.

Created 10 Mar 21:51

General

1 Already exists
25 Vote

Reschedule Calendar appointment populates option to assign new date

In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.

Created 24 Feb 13:32

General

1
24 Vote

Ability to convert or make copy of a word document to PDF directly

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...

Created 15 Apr 17:00

General

2 Already exists