Ideas & Enhancements

8 Vote

Cloud: Sub folder creation in cloud docs

Cloud: Sub folder creation in cloud docs. The firm wants to be able to create folders in cloud docs and then put files in it so its neatly rather than locating it throughout the list. They had the same concept in Needles 5 and wanted the same func...

Created 24 Apr 18:22

General

0
1 Vote

Three years ago someone posted the idea to return to the same place in a list when returning to the list view from an entry.

Three years ago, someone posted this and it seems like it would be an easy fix. Currently inside of the neos notes tab, whenever I open a detailed entry, and return back to the list, it will take me to the top of the notes tab forcing me to scroll...

Created 05 Aug 14:57

0
8 Vote

Cloud- Filter 'Party Birthday Listing Email' report to filter by month alone

current filter softs by year which does not help when looking for birthdays by month

Created 10 Apr 18:57

General

1
5 Vote

Checklist Summary - Trailing Time Frame

When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.

Created 11 Feb 12:07

Checklist

0
3 Vote

Negotiations Tab

The negotiation tab should let you pull the carrier from insurance and then allow multiple entries of negotiations and counter. It's to complicated, it needs to be simple and fast. That is why the attorneys do not use it at my office. I rate needl...

Created 08 May 18:45

2
2 Vote

Work Product Identification

A checkbox on documents to easily identify them as attorney work product. Ideally, this would also prevent the document from being emailed out of your firm without certain permissions.

Created 20 Dec 19:28

1
2 Vote

Neos: Template list - add a column to show Last Merge Date

This will help us see which templates are no longer being used so we can deactivate and keep our template list up-to-date and accurate.

Created 20 Dec 18:19

0
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
1 Vote

Add ability to edit note entry #'s

Add ability to edit the note entry #'s so notes can be reorganized.

Created 02 Aug 18:20

0
1 Vote

Add Column under Accounting -> Checks for Case Name or Client Name

The case number is the only case identifier. Please add the client or case name.

Created 02 Aug 17:48

0