Ideas & Enhancements

4 Vote

Neos - Firm Preferences option whether to include prefixes in full name tags

No description provided

Created 07 May 16:40

1
4 Vote

NEOS- Add ability to customize subject line for outlook addin

No description provided

Created 07 May 16:31

0
5 Vote

separate permission to remove/delete the special flag note on a case

It appears to be the same as the general notes. Some staff should be able to delete/remove the special note but not delete regular notes. If someone doesn't have permission to delete notes it doesn't allow to use the clear on the special flag note...

Created 16 Jun 18:46

General

0
5 Vote

Neos: Add provider card for a party to copy name, address and phone number information

In previous version of Needles both providers and parties had provider cards to easily copy information to another provider/party. Currently in Neos, only providers have a provider card so you cannot copy information from a party.

Created 15 Jun 21:21

1
1 Vote

Allow to change checklist dashboard to filter open cases

for firm Kane and Silverman : Please allow for checklist dashboard to only include open intakes and cases

Created 04 Jan 20:24

0
1 Vote

Option to Keep Note/Message Topic Label from the Original Sender or Change It

As is, the sender might send a message under the topic "client call' and the recipient has to again label it when responding. It would be greatly appreciated to be able to simply keep the original topic label OR change it if needed.

Created 04 Jan 00:28

0
2 Vote

Middle Initials for Templates.

I need to be able to merge a party's "full name" as [First Name] [Middle Initial] [Last Name]. Needles had this ability (Party Full Name), but Neos apparently doesn't. Neos "Name Full Name" includes the full middle name. I don't want the full midd...

Created 13 Feb 16:54

0
4 Vote

Lock Permission Column Headers to be visible for user when scrolling through the permission lists.

No description provided

Created 04 May 17:12

1
2 Vote

Fax Integration- Needles 5

Users are requesting a fax solution and integration with Needles 5.

Created 10 Feb 14:23

0
2 Vote

Edit or Remove info on default Tab Setup

Would be useful to edit the information that displays on each tab within a case. The only option now is to add User Defined info but there are way too many fields in the default Tab Setups & it ends up being extremely cluttered. I would like t...

Created 09 Feb 00:33

0