Ideas & Enhancements

1 Vote

Put Active Users at top of Calendar Search

The Staff Calendar option in the search box in the Calendar currently shows all people ever in the database in alphabetical order. It would be easier to find events in current employee calendars if Active users were listed before non-Active users.

Created 18 Sep 22:31

0
1 Vote

Add Customizable Task to Checklist Outside of Setup

This would allow for more adaptability to niche cases and things of that nature.

Created 18 Sep 15:05

0
2 Vote

Allow for reports/advanced search off of the activity feed - exportable data by employee, date range, etc.

No description provided

Created 10 Apr 19:49

0
2 Vote

Link Documents to the Linked Records of a Contact if the Contact selected in the Document "To" field

If you select a Contact in the To Field of a Document, it would be extremely helpful if that document would automatically be added or uploaded to the Linked Records section of the selected Contact. And also include the Case Name as a column option...

Created 10 Apr 18:36

0
5 Vote

Delete text from search bar when you go to a new page!

If I'm in Case Docs in one case and search "Order," and then hours later I move on to another case and go to the Case Docs in that case, the "Order" search stays in effect and gives me a heart attack every time because I'll only see a handful of d...

Created 14 Dec 20:50

1
5 Vote

Ability to bulk edit party in documents

I want the ability to "bulk action" --> "edit" the "Party" field for multiple documents. Now, we can only bulk edit the date, category, type, and staff created. Why is this feature so limited to those 4 random fields? We should be able to bulk ...

Created 14 Dec 18:59

1
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

1
5 Vote

Azure single sign-on Custom attribute for remembering Company ID

With the new Azure single sign-on it would be preferred that the system would know the Company ID and just pull it from an Azure Custom attribute

Created 07 Dec 14:30

2
5 Vote

Neos Message Inbox Sort Inconsistency when trying to sort by Re/Client

the sort is not consistent in that it will sometimes show by first name, prefix, or last name. It's impossible to find what you are looking for or group names together this way. See screenshot. Our attorneys receive a lot of messages and need to b...

Created 05 Dec 16:13

0