Ideas & Enhancements

6 Vote

Neos - Add 'Quick Note' to Intakes

Add the ability to have a Quick Note in the header of the Intake (like a case)

Created 03 Jun 12:36

2
3 Vote

GROUP TEXTING

We often have multiple clients to keep updated on one file. The ability to group text with them would be very helpful, as lots of clients don't check their email consistently enough.

Created 28 Aug 19:04

0
4 Vote

Texting Tab In the Case or Intake

It would be great if you could see the text communication under a separate tab in the case. Similiar to how you see "docs" or "notes". makes it easier to find the text communication and communicate with the client regarding their case.

Created 29 Mar 18:26

1
4 Vote

Add a bulk update option for multiple checklist items copied from other case types

Adding an option to bulk update multiple checklist items in a case type checklist would benefit any firms which copy existing checklists into new case types that are created, so the new items can be applied to existing cases

Created 28 Mar 17:44

0
8 Vote

Neos: Be able to modify as a default setting what goes into the memo line on check

When exporting a check using the Neos-QuickBooks integrator, it auto-populates the Case # - LastName, Prefix FirstName on the Memo line taking up space for what we want to actually place on it. It would be nice to have a global setting that contro...

Created 30 Jul 20:36

Accounting Integrations

0
8 Vote

Ability to add tags to document in template generation

We can add type and category in template generation, but not tags. It would be nice to be able to tag them at that same time.

Created 30 Jul 16:39

Document Management

0
5 Vote

Neos: Add option for Category 2, Category 3 in Document Tab

This will allow us to create and access sub sub folders. Large litigation firm that needs more folder options.

Created 27 Oct 16:47

1
5 Vote

Open Links in New Tab Instead of same Neos Tab

This would allow us to view things like Companion Cases/Values while at the same time being able to make notes for users that only have a 1 screen set up. Right now you have to Open Sidebar Links like Case Docs in the same tab, then open in Sharep...

Created 26 Oct 14:08

0
10 Vote

Neos - Checklist Summary Should have a 'Default' Filters button

The Checklist Summary Report should ahve a 'Default' filters button that defaults to staff and today's date in case the staff member accidentally clicks the 'clear filters' button.

Created 25 Sep 14:43

Checklist

0
10 Vote

Cloud: Allow Staff Permissions to be Copied from One User to Another.

Staff permissions should be able to be copied from on user to another, like in the previous versions of Needles.

Created 18 Sep 15:37

General

0