Ideas & Enhancements

11 Vote

NEOS: Add "Assigned By" field to Calendar and add support for changing the Organizer of a Meeting

Needles Neos does not currently support changing the organizer of a calendar item. Please add a "Assigned By" field to calendar, so that a firm can change the organizer of a calendar entry. The feature should also support doing this on the Outlook...

Created 18 Nov 17:27

General

1
10 Vote

Neos - Post new note to all companion cases without copying the note after it has been created

Currently, you have to create a note for 1 case and then copy it using the Bulk Action menu from the case note list view. It would be nice to see ability to attach notes to companion cases while it is being created.

Created 30 Mar 19:58

0
3 Vote

Changing email tag in the mini directories

In the Mini Directories under Note Topics, there should be a way to edit email, email received, and email sent. I'd like to put an exclamation mark in front to bring it to the top of the list.

Created 20 Oct 17:16

1
4 Vote

Admin screen for monitoring and auditing actions across the firm in Neos

We would like to be able to access a tab or page in Neos where the firm's admin can get a more generalized activity feed for all of Neos' tabs. The tab would also have the ability to check when users log into Neos, how long they were active in Neo...

Created 08 Jun 14:55

0
5 Vote

Case access Triggers from Class Code Change

As the case gets to a certain class code, we would like to have the ability to automatically change the security to areas like the Value tab / Insurance / Negotiation /etc. so that as we are working on settlement memos only a select group of peopl...

Created 23 Jan 22:12

0
4 Vote

Auto Populate specific party role/ any case field when assigning a case type to a new intake

Add the ability to set a default party role when a specific case type is applied to a new intake. Party role is a custom field for the intake that has been manually added but adding the ability to set any case field to a default option within the ...

Created 06 Jun 13:15

0
3 Vote

Print Options from Docs Tab

We have download and email options but what about print options without having to download the document. Not only print it by itself but bulk print too.

Created 18 Oct 16:08

0
12 Vote

Neos user would like to print from case calendar

I checked in staging and that's something you can't do. User stated you could do this in Needles 4, and Needles 5 and would like to be able to do it in Neos.

Created 26 Jun 17:29

General

1 Unlikely to implement
4 Vote

fix the checklist

need to be able to easily edit and remove unwanted items from the checklist. There are so many on mine - hundreds - that its useless to me and probably keeps getting more bloated. i would like to purge and entirely and then add deadlines in by han...

Created 05 Jun 16:42

2
9 Vote

Add Phone number, and email address of who texted to saved note.

Currently inside of Neos, when you send a text message to a client it is saved as a note; however, the phone number and the email of who texted are not saved to this note. This leaves a gap in the information of what phone number was texted and wh...

Created 29 Jul 16:16

1