Ideas & Enhancements

4 Vote

Neos - Add 'Deceased' and 'Minor' to Party box in Search

When searching for a client, you should be able to see the 'Minor' and 'Deceased' in the party box, along with role

Created 05 Oct 14:48

General / Search

0
4 Vote

Neos: Have Global Calendar default to the Day calendar instead of month

When Global calendar is selected the view is automatically defaulted to Month. Would prefer to automatically view the current Day calendar instead.

Created 24 Sep 15:04

General

1
4 Vote

Neos - Special Note Header - Move the 'Clear' Button from the 'Arrow' Button

The 'Clear' button in the special note header of the cases is right next to the toggle arrow - it should be moved to avoid accidentally clearing fo the special note data

Created 21 Sep 13:43

General

0
5 Vote

Create a dashboard where you can select data to pull

Want to be able to create new dashboards that will pull the information the firm is looking for. Similar to how a report can pull information from Needles, we should be able to create a dashboard that allows which information we want to see

Created 08 Aug 20:06

General

1
5 Vote

Color code Note topics

It would be useful if note classifications could have different colors--like the checklist has certain items color-highlighted. Treatment updates are blue. Filings are green. Phone calls are orange. Etc. That would make locating a particular type ...

Created 24 Jul 14:46

General

0
4 Vote

NEOS - Alt Case Number in OL Search

Not all firms go by the Needles case number. It would be nice to be able to see the alternate case number when searching a case to tag it in outlook.

Created 13 Aug 17:47

General / Search

1
5 Vote

Should Not Have to Arrow Over to Enter a Time on the Calendar

The users should not have to use the right arrow to input Hours, Minutes, Seconds on an appointment. They should eb able to start typing and type the entire time.

Created 19 Jul 15:36

General

0
5 Vote

Double-Click Date field to Open Calendar

In Needles 4, you can double-click inside a Date field to open the calendar and today’s date is automatically filled in. In Needles 5, you have to click the Calendar icon to open the calendar and, even then, you have to click the day before the da...

Created 08 Jul 14:23

General

0
5 Vote

Search - Default Highlight the Newest Case

When searching for cases, have the most recent open case as the default higlighted case

Created 28 Jun 13:53

General / Search

0
4 Vote

Neos - Import intakes from CSV needs more options

In Needles 4 and Needles 5, you have the ability to select from a large range of information. In Neos, you are limited to only specific fields. Need to be able to add more variety and add in the basic fields such as DOB, Ability to add to multiple...

Created 17 Jul 21:55

General

0 Unlikely to implement