Ideas & Enhancements

email address for each case

Filevine users have a dedicated email address for each matter. This would be a very efficient upgrade from the tagging system we currently have (though we would still need the tagging system for correspondents who don't "reply-all."

Created 03 Nov 13:32

0

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

2 Vote

Value Tab Bulk Actions - Add Transaction: Increase the number of transactions that can be added at once.

Currently you can only add 44 transactions at the same time using bulk actions in the value tab. Adding 45 or more will make it so you can not see the total amount in the window that comes after.

Created 01 Nov 12:59

0

2 Vote

Display notes in Value tab list view.

Value items should have a column to show the most recent note left, or have a column where an icon denotes if an item has a note on it.

Created 31 Oct 14:54

0

2 Vote

Case number should transfer from Neos into Quickbooks Online

When a client is opened in QuickBooks Online from a check written in Neos, the case number does not show in the client information. It shows in the description line of the check but the information does not transfer to the client's profile info. T...

Created 30 Oct 14:35

1

2 Vote

May we have a CM intake call tab, and then the info be pulled to the other tabs and put in the many other tabs? It is very distracting to go through each tab on a call when trying to make notes, and read the accident report. One list of questions on on tab would be helpful to allow a continued thought of communication versus the distraction on waiting on tabs to open when in the middle of a conversation.

No description provided

Created 30 Oct 13:34

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...

Ideas & Enhancements

Filter by status

Filter by category

email address for each case

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

Value Tab Bulk Actions - Add Transaction: Increase the number of transactions that can be added at once.

Display notes in Value tab list view.

Case number should transfer from Neos into Quickbooks Online

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

Auto Tag Emails in the same Thread

Add custom fields in Header

Neos - Open Audio files in SharePoint, not direct link

Filter by status

Filter by category

Identify yourself with your email address

email address for each case

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

Value Tab Bulk Actions - Add Transaction: Increase the number of transactions that can be added at once.

Display notes in Value tab list view.

Case number should transfer from Neos into Quickbooks Online

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

Auto Tag Emails in the same Thread

Add custom fields in Header

Neos - Open Audio files in SharePoint, not direct link