Ideas & Enhancements

3 Vote

User would like to increase the character limit in firm preferences>settlement memo in Neos

User would like to increase the character limit in firm preferences>settlement memo in Neos. Anytime it goes over 4k it throws an error in both customer's environment and in staging. I added 50 more character and experienced the error on both s...

Created 06 Jul 18:38

General

0 Unlikely to implement
3 Vote

Neos - Value tab should have filter capability

Value tab can't be filtered. When there are a lot of records, it is cumbersome to find the right one instead of using column filters to quickly get to the right record, like it was in Needles 5.

Created 04 Jun 21:02

General

0
3 Vote

Cloud: Grid/Column preferences save to user

With how often we have to clear data and log out-in, it would save a LOT of time if our grid layout preferences saved to and loaded from our user ID, rather than having to re-build what we see in the lists every tab, every time.

Created 03 Jun 17:40

General

2
3 Vote

Clients With Multiple Cases

When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided: 1. All parties' full names in the respective cases 2. Summary (case tab) 3. Role 4. Name of Case Manager 5. Or...

Created 13 May 14:44

General / Search

0
3 Vote

Cloud - Change Folder Naming Preferences

It would be nice to have some control over how the folders are named when they are created in Sharepoint like we had in Needles 4 and 5.

Created 29 Apr 18:52

General

0
3 Vote

A tab with a copy of heath insurance card. Front and back

Providers say they do have them. Also subornation

Created 16 Apr 14:54

General

0
3 Vote

Document Generation across all cases

Allow generating of documents across all cases. Will help firms that are Mass Torts

Created 15 Apr 13:39

General

1
3 Vote

Cloud: View Staff if logged in/out

Will be helpful when looking at staff if it will indicate if they are logged in with Y or N as it is in version 4. It would be helpful to firm to be abled to logout a user as an admin from the Staff directory.

Created 02 Apr 19:51

General

0
3 Vote

Cloud: View another staff initials on party flyout menu

When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.

Created 02 Apr 19:48

General / Search

1
3 Vote

Needles App Intake Push Notification

It would be nice if the App would send you a push notification when you have a new intake waiting for you.

Created 04 Mar 21:54

General

0