Ideas & Enhancements

25 Vote

When scheduling, a conflict box should come up if there is a conflict present

In Needles 4, you would get a warning box if there was a conflict and you could choose to ignore it or deal with it. However, this version does not do that.

Created 14 Jul 18:08

General

1
23 Vote

Click into case from Neos Message

Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...

Created 05 Nov 12:35

General

0
23 Vote

NEOS - Cross-Tab Linked Fields

It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.

Created 23 Sep 14:54

General

0 Future consideration
23 Vote

Neos: is it possible for the document generation display to go away after it generated

Neos: is it possible for the document generation display to go away after it generated. During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.

Created 06 Jul 15:09

General

1 Future consideration
19 Vote

Outlook Tagging to Neos - Ability to see which cases are companion cases

A feature that allows users to see the companion case group a case belongs to will help users identify the cases, especially those with clients who have multiple cases, without having to memorize the case number when tagging emails from the Outloo...

Created 07 Apr 15:05

General

0
29 Vote

Employee Action Tracking

Audit on Employee actions above Audit Reports

Created 22 Apr 18:15

Auditing / General

0 Future consideration
19 Vote

Ability to Mass Update Calendared items in a case

Ability to Mass Update Calendared items in a case to change to canceled or done for when you don't want to delete the calendared items but also want to indicate that it is not an action item.

Created 12 Mar 16:41

General

0
20 Vote

Filtering Dashboard by "Our Client"

Would like the option to filter dashboards by "Our Client" checkbox on the party tab.

Created 23 Dec 21:36

General

15
20 Vote

Neos - Drag & Drop Documents - Allow for name change

Allow the ability to change the name of the document when dragging/dropping to the docs tab

Created 22 Dec 16:53

General

8 Already exists
19 Vote

Party/Case screens require a lot of scrolling for information

Every single screen you have to scroll miles to get to the information you want. In previous versions, you were able to see most everything you needed right when you opened the party or case screen. It would be nice to adjust the box sizes in the ...

Created 24 Feb 13:37

General

4