Ideas & Enhancements

3 Vote

Case Calendar - Allow Change to Default Time of Appt

When adding an appointment from the Case Calendar tab, the appointment automatically defaults to 12:00am-12:30am - this can be overlooked when scheduling quickly, which leads to not being able to see the appointment on your calendar. Please add th...

Created 09 Aug 15:50

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2 Vote

Add permission to archive intakes separate from delete intakes

Add permission to archive intakes separate from delete intakes

Created 12 Jun 16:38

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3 Vote

Refresh take you back to original screen

Currnetly when we add an email as note or add a document and then want to see thta within Neos, we click on the semi-circle refresh button with the arrow. After we do that, Neos take you back to the Case summary section and then you have to click ...

Created 08 Aug 19:17

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4 Vote

Provider Usage Listing Criteria - Select All Option

When selecting a provider to see the listing where the provider appears would be more user friendly it if listed all by default or allow a "select all" wherein it relates to case types. The choices for a firm could be a voluminous amount of case t...

Created 28 Sep 18:22

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6 Vote

Texting Function from the Notes tab

Texting from the Notes Tab using a Specific Note Topic. Send Text. Client Replys and automatically Posted to the case. Cooper Hurley was using 3rd party to text using Needles 4. They did not know that Needles 5 texting uses Outlook and you have to...

Created 14 Jan 20:14

Integrations

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5 Vote

Integrate with Kenect

We use Kenect for text messaging. Kenect offers us an easy way to get reviews, but additionally, we also love it because it is one number which our clients can text and our entire office has access to. The texts can then be assigned to individual ...

Created 19 Nov 16:42

Integrations

2
4 Vote

User would like the mailing labels report to give them the mailing labels instead of exporting to csv

User would like the mailing labels report to give them the mailing labels instead of exporting to csv and going through word to set them up in a mail merge. In needles 4 you were able to select what you were looking for>Mailing labels>party ...

Created 16 Sep 14:35

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1 Vote

Quickbooks Integrator should be able to recognize an inactive Payee or Provider

It would be helpful if the Integrator would be able to find inactive providers and payees in Quickbooks. This would save firms so much time, so we could mark them as active for new checks.

Created 10 Apr 14:09

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1 Vote

Allow custom view/formatting for cases per person's own settings

Allow users to choose how to view their cases, including a main page where they decide what specific tabs/boxes they need to immediately see when they look at a case.

Created 09 Apr 13:20

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1 Vote

Go directly to the document, or billing, or whatever specific thing you are clicking on from a dashboard

I have a dashboard showing my billing entries, a dashboard showing documents received, etc. where it is clear that if I am clicking on that entry -- I either want to revise that specific time entry, or go to that specific document. There has never...

Created 09 Apr 13:11

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