Ideas & Enhancements

6 Vote

In Needles 5 i could merge all of my documents at the same time, it would be great if NEOS could do the same!

No description provided

Created 19 Feb 20:53

Integrations

0
6 Vote

User would like to be able to print message from his inbox

User would like a reported added to messages to be able to print out all the messages for all staff in his messages tab. Or just a print button in messages tab

Created 11 Feb 18:24

Messages

0
3 Vote

Bulk Value Entry

It would be nice to be able to have one screen and enter bulk expenses into multiple different cases from one screen. It takes too long right now when you have multiple expenses to enter for multiple clients.

Created 02 Jan 20:34

0
2 Vote

2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents)

2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents) - would be extremely helpful.

Created 20 Aug 01:44

1
3 Vote

Calendar events relating to trial

I would like to be able to enter the date of the trial and be able to enter all events leading up to the trail. Such as Trial Date is 01-01-2050 and 20 days before trial witness are due and 40 days before trial experts are due, etc. I want the dat...

Created 31 Dec 19:13

0
6 Vote

Messages and Intakes - Ability to have multiple windows open

Ability to have multiple windows open as it would help when receptionist is answering phone she may have to dual task .

Created 05 Feb 14:58

1
6 Vote

Mailing list option of general and unselected is no longer available.

If mail was returned and the address was no longer valid for the individual, the option to unselect that address from any mailing list was available until an updated address could be input. without this option, we will end up wasting a lot of mone...

Created 04 Feb 16:20

General

1
2 Vote

Profile Photos icons should be more intuitive

The X to open a full size view of the client photo is very unintuitive. It should be something like arrows pointing away from one another or another universally recognizable signifier of zooming/making an image full-screen. My assumption for quite...

Created 18 Aug 18:20

0
3 Vote

Case Contact List - Do not show duplicate entries from the same tab

My records tab may show Datafied 10 times. Within the Case Contact List, it will duplicate and show Datafied all 10 times with Involvement on the Recs tab, but I only need to see it one time per tab involved.

Created 29 Dec 17:21

0
4 Vote

Ability to drag and drop documents on any case tab

Regardless of which tab you have active in a case, you should be able to drag and drop documents into the case. The document would be saved to the Docs tab as normal, but you should be able to add documents with any tab active.

Created 11 May 17:02

0