Ideas & Enhancements

4 Vote

Cloud - Add Feature to notify Needles Admin

There would be libraries that might not contain an necessary entry. It would be a nice feature to add the ability for a user to make a request to the Needles Admin to add that entry. For instance, I am creating a Bankruptcy case and notice that my...

Created 20 Mar 18:54

General

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3 Vote

Neos: Add more preset options to date filter such as current calendar month

Add more preset options to date filter such as current calendar month Past month is actually the past 30 days. Would like a current month option that no matter what day of the month it is, it sets to the first and last day of the current calendar ...

Created 22 Apr 21:50

General

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3 Vote

Needles 5 Word Addin Additions

Currently inside of the Needles 5 MS Word add-in, you are able to post the file to the case; however, there is no way for a user to be able to choose a category or any additional information for this document to come over with. It would be best to...

Created 22 Apr 16:07

General

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3 Vote

Default E-Mail

You should be allowed to choose a default e-mail address or move them around to change the default similarly to how you can with the phone number. It's common for clients to have multiple e-mail addresses.

Created 14 Apr 21:01

General

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3 Vote

Litigation Identifier

It would be nice to be able to mark a file as in "litigation" manually instead of only being able to do so with an auxiliary checklist. In Needles 4 you could change the banner from red to blue manually, but you can't seem to do that with NEOS.

Created 14 Apr 20:57

General

0
4 Vote

Note Topic

It would be nice if, when you click add on a new note, that Needles defaulted the cursor into the topic box so you could just start typing. 5.0.0.43701

Created 15 Jan 15:19

General

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3 Vote

provider cards

When entering information on a provider card, specifically emails, it currently only allows fields in "type" that are created in the mini directory under "online accounts". It would be nice to have it sent up the way phone numbers and address are;...

Created 30 Mar 12:50

General

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3 Vote

Shorten Word Add- In Bookmarks

Not sure why Neos created bookmarks that can eat up several lines of a Word document, but it looks sloppy, and generally creates formatting issues with the Word template being created. These then have to worked out after generating the template in...

Created 14 Mar 19:32

General

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3 Vote

Create a Bookmark for Pronouns

Pronouns should not require a two line if than statement in Word to be used. Create bookmark(s) for them. Call Trial Works, they use "spronoun" and "ppronoun" as bookmarks for pronouns. Surprised they aren't already bookmarks.

Created 14 Mar 19:21

General

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3 Vote

Allow Option to Add Case Contacts to Calendaring Function

Would be nice to be able invite case "provider" contacts in the calendaring function in Neos. Currently you can only do this through Outlook, so why would you use anything other than Outlook to calendar?

Created 14 Mar 19:14

General

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