Ideas & Enhancements

6 Vote

Email and Text templates

We need these. Saves time and money. Instead of letters, emails and texts

Created 01 Apr 17:34

Document Generation

1 Already exists
5 Vote

Would it be possible to have the Case Status (Active, Pre, Settled, etc) show up in the search results?

Needles 5 enhancement

Created 08 Nov 15:03

0
4 Vote

Marking an email tagged

I was wondering if you could make an email once it's sent say if it had been tagged, I know it shows when I tag an email in my in box but If I send an email to co-workers they cannot tell if I have tagged it.

Created 10 Jun 16:57

0
4 Vote

Detailed Activity Feed in Cases

Add a more detailed log for the activity for things such as changing a case type.

Created 07 Jun 15:10

2
2 Vote

Remove dead SharePoint links

We work inside Neos for document management, but occasionally a Neos-linked file will be deleted on the SharePoint/OneDrive side. This creates a dead link to that file ("missing" file). The prompt when a dead link is clicked is to attempt to locat...

Created 31 Aug 14:59

0
2 Vote

Be Able to Tag Custom Phone Numbers

Several doctor's offices have one fax number for the office and a separate one for records and/or billing. As of now, you can't pick which number you want to tag for your letters if one is named "records fax" or any custom value. It will only let ...

Created 30 Aug 19:22

0
2 Vote

Sort alphabetically in Related Contacts and add email addresses

Please make it possible to sort alphabetically the Related Contacts, List of Providers and List of Parties. We have some cases with 50+ parties plus their counsel, as well as dozens of other contacts/providers. It would be much easier to find peop...

Created 29 Aug 14:12

0
4 Vote

Should Be Able to Mass Update from User Defined Tabs

Under Mass Update, for our User Defined tabs, it does not recognize any fields in the tab, so I am unable to copy data from one companion case to another. Should be a feature just to copy an entire tab OR it needs to be fixed that Mass Update reco...

Created 01 Jun 19:44

0
6 Vote

Neos: In the Neos Calendar entry/detail, show Non-Neos staff Email Address that are invitees

In the Needles Neos Calendar entry/detail, show external invitees/guests that are also attending the Outlook meeting. Right now, if a meeting is added from Outlook, or created in Neos and later modified in Outlook to include external invitees or i...

Created 04 Mar 21:55

General

0
6 Vote

Checklist task name should be color coded

Currently the checklist code is the only column display the color configured under primary checklist settings. It would great if the task name could also be configured with this color so we can easily identify items using color

Created 03 Mar 19:38

Checklist

0