Ideas & Enhancements

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
2 Vote

Allow user to organize the order of "type" in case docs for their workload.

"Types" are organized alphabetically. Each employee may be in one area more than another, it would make their work more efficient to organize the types to suit their work than to have it be alphabetically. If your work is in something at the end o...

Created 31 Dec 15:37

0
4 Vote

Neos: Ability to Copy the Negotiation Tab to a companion case (or any case)

I am able to copy all other list tabs, but not the negotiation tab. We often need the negotiations from one case into another and must have a way to copy in bulk. Please!

Created 03 Nov 16:09

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
4 Vote

Ring Central integration fax feature

Currently with our integration, we still have to have Ring Central open along with the app in Neos because we cannot fax through Neos. It defeats the purpose of this integration if it cannot fully function as Ring Central.

Created 02 Nov 14:03

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
7 Vote

Neos Settlement Memos - Add Settlement Note to All Items on SM

There is a Settlement Memo Note field in the Value tab, please add it back to all items on the Standard settlement memos

Created 03 Feb 16:28

General

0
7 Vote

Add Action from case note: Copy note into new message

Currently, we can do action - e-mail note, to copy that whole note into an e-mail (although it's clunky bc it opens up outlook 365 etc. etc.). . . how about an action to "Copy note into new message" - so that the whole note can be copied right int...

Created 02 Feb 16:28

Messages

0
7 Vote

Neos - Rename 'Add Message' to 'Send Message'

When clicking the plus sign in the left band, it would be more intuitive if the 'Add Message' button read 'Send Message' - especially given the new message screen reads 'Send New Message'

Created 02 Feb 13:09

Messages

1
5 Vote

E-mail and SMS Templates Language-Specific

We have English and Spanish speaking clients. Would like to be able to code templates so they generate conditionally based on the language code (we use ID code on party tab).

Created 01 Apr 01:27

Document Generation

0