Ideas & Enhancements

9 Vote

Calendar reminder longer than 2 weeks

User would like to have calendar reminders be longer than 2 weeks

Created 22 Oct 20:46

2
9 Vote

Neos - Values auto create DTF

In Needles 5, creating an expense and paying for the expense automatically created a DTF amount. In Neos, creating an expense and DTF are manual and different. If the user does not input everything properly AND then click the DTF box - which is no...

Created 22 Oct 14:16

General

0
4 Vote

New "Related Contacts" button is Read-Only

The new related contacts field in the upper right of a case is great. However, you should be able to click on any of the listed providers and open the contact side-widow to view full contact details, revealing the standard functional contact links...

Created 28 Jan 14:52

0
3 Vote

Checklist items to follow up with outside referral Attorney via email

Neos Automation should be able to send an automated email to the referred to email address in a case to get status updates. The email should include a link to the case in Neos so that the recipient can easily view the case details. The recipient's...

Created 11 Jul 16:37

0
9 Vote

Neos: Ability to nest document attachments under their lead document.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.

Created 08 Oct 21:39

General

2 Already exists
6 Vote

Attachments from emails tagged to Neos notes no longer appear as links in preview panel. Please put links back.

The links used to appear in the preview panel. Now a user has to open the note all the way to see or access the attachments in a note.

Created 17 Feb 13:44

1
5 Vote

Neos | Allow users to add custom values to a mini directory for Provider Card phone types.

We would like to add several new phone type categories to our provider cards and would like to do this without having to manually enter the data on each individual provider card. It would be helpful if there was a Mini Directory for this phone typ...

Created 03 Aug 16:17

0
10 Vote

CLOUD: Close all open tabs in one click

CLOUD: Close all open tabs in one click. The user always have extra tabs or multiple tabs open when working in Neos. They want to be able to close it all at once if there is a button for it. Similar to how we have it in Needles 4 and 5 then when w...

Created 10 Apr 12:26

General

0
4 Vote

The ability to drag & drop the file in the Notes tab.

We would like the ability to drag & drop our files into the notes tab, similarly to how we can do in the documents/case docs tab. This allows for an easier, more productive way to create notes with attachments.

Created 18 Jan 21:56

0
3 Vote

Advanced Search FROM options - Please add "Last Month" as an option

This will allow us to run reports to show the month as a whole starting on the 1st, instead of the last 30 days which includes only the previous 30 days from the date the report is run. There is currently an option for "This Month". An option for ...

Created 05 Jul 22:38

0