Ideas & Enhancements

3 Vote

Uploading Documents from Sharepoint onto other sites eliminating need to save to desktop

in order to upload a document to the courts website we currently need to save the document to desktop and then upload from there. there should be a way to upload the document directly by browsing the computer such as a link with OneDrive of some s...

Created 19 Oct 20:37

General

1
4 Vote

Allow default checkbox for online accounts

I know that the default online account is the top account of that type but this not intuitive for the user. It would be much easier if the drop down menu was available the same way it is in the address box

Created 21 May 18:50

General

1
4 Vote

Documentation on Report Writing

Some guide for end-user writing user defined reports for Needles 5.

Created 03 May 20:04

General

1
4 Vote

Needs the Header to print on LIST tabs as they did in Needles 4

Printing the Records tab or Witness tab or another LIST tab won't print the case header as they did in all previous versions of Needles. They want that back, or wants an option to print the header when they print such a list tab.

Created 24 Apr 18:32

General

1
3 Vote

Be able to set default value items for each case in VT

Would be nice to be able to set up cases so that an open case will automatically add an entry for Atty Fee, and Admin Fee when the case opens, and say "client disbursal" with client's name auto filled Or - an option to make it that if there is a c...

Created 11 Sep 13:24

General

1
3 Vote

Cloud user would like to add a sign out prompt when close out of neos.

Cloud user would like to add a sign out prompt when close out of neos. They want to make sure everyone is signing out when new updates/ builds are pushed. Are you sure you want to sign out when click x on the browser view

Created 06 Aug 15:59

General

0 Unlikely to implement
3 Vote

NEOS - Document Display Name

It would be nice if there was a display name that could be quickly edited for a document rather than having to reupload the document with a different file name to change what it is displayed as.

Created 04 Aug 15:54

General

0
3 Vote

Neos - Add ability to select All Staff to intakes

In Needles 4, you could click a button that says "All Staff" under intakes. This would allow you to see all staffs intakes quickly. In Neos, you have to click on each staff members name to see the firms intakes. Should be allowed to see staff grou...

Created 22 Jul 18:10

General

0
3 Vote

Cloud: Add a drop down box for user defined reports, where the user can select "All" for the case type.

#91731: Users currently must type in the case type. There isn't an option to select "All" for the case type.

Created 14 Jul 14:24

General

0
3 Vote

Cloud: Place "To" and "From" Boxes for dates for the "Reschedule" function in the case calendar.

The calendar should show a box with the scheduled date, as well as another box for the new date.

Created 10 Jul 21:02

General

0