Ideas & Enhancements

10 Vote

Opening a new note should default you into the topic field

If I remember correctly, in Needles 4, when you enter a new Note, you could start typing in the Note Topic field immediately. In Needles 5, you are forced to either click in the field or press the Down key and Tab multiple times. If I am rememberi...

Created 08 Jul 14:31

General

0
3 Vote

Add ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...

Created 14 Apr 19:55

0
3 Vote

The Metadata Field on Zapier should be mappable to fields in Neos

It would offer another layer of options and deeper functionality for firms to be able to link fields in the Metadata section to custom fields in Neos to pull that data in.

Created 14 Apr 15:25

0
2 Vote

ability to display provider role and specialty in advanced search

We want to display provider name, address and role and specialty in the results

Created 26 Oct 16:51

0
7 Vote

Neos - PDF Template Set up

Setting up a PDF template in Neos we currently are unable to select multiple parties from the same case to populate the fields within the template as we were able to do in Needles 4 and Needles 5. It is believed that the functionality extends to o...

Created 09 Feb 18:05

General

0
7 Vote

Copying case dates to companion cases

The program should have the ability to copy over case dates from one companion case to the other. Same feature that is available through bulk actions for documents, insurance tab, counsel tab, etc.

Created 06 Feb 18:26

General

0
7 Vote

Value Tab - Allow for capturing cost of postage

The value tab currently will not allow for posting of values less than $1.00; however, firms will need to be able to capture all costs no matter how small.

Created 04 Feb 19:47

General

1
2 Vote

Neos University recommendation

Have the quizzes come up after each chapter, some users would like the quiz right after learning the section

Created 24 Oct 17:08

0
2 Vote

On Value Tab - Add the ability to add a column for staff code for staff modified or staff created.

On Value Tab - Add the ability to add a column for staff code for staff modified or staff created.

Created 24 Oct 15:07

1
4 Vote

New Note upgrade not helpful

The new note update is unnecessary. It adds an extra step when creating a note. If it could be savable from the side pane that would be ok, but to click details then save the note is excessive.

Created 22 Sep 17:26

0