Ideas & Enhancements

4 Vote

NEOS- Search Parameter Default Preference

Clients would like to be able to set preference with search parameters to eliminate having to reselect after using different ones.

Created 03 Aug 15:58

Search

0
2 Vote

Neos Messaging: Ability to set an "Out Of Office" message internally

This would be helpful for people who may forget someone is out of the office and may not be able to respond to their messages timely.

Created 17 May 22:08

0
3 Vote

See totals & Payee names in bulk action "add transaction" screen

When requesting checks in desktop versions of Needles, you would be able to see the total amount you were requesting. Having a total at the bottom of the list for the bulk "add transaction" screen would be very helpful. Also, being able to see the...

Created 23 Jun 18:05

0
4 Vote

Allow Options for which case is opened when searching and selecting client per staff preferences

Inside of Needles Neos, when you search for a client and double click on them to select it will open the latest case under that party's name, but in some instances it would be a time-saver to be able to choose the latest of a specific case type. S...

Created 30 Jul 18:03

Search

0
4 Vote

User would like to be able to print letterheads

User would like to be able to print letterheads in neos instead of opening in word desktop and having to print the whole document.

Created 30 Jul 13:01

Document Management

0
3 Vote

Make the Synopsis something that can be copied to companion cases.

No description provided

Created 21 Jun 20:25

0
4 Vote

Neos - Default Party Role Setting

Would like the setting to select which role a party will be defaulted to rather than having to change from "Neos Default" to "Plaintiff". Firms would like to have the ability to choose which role is selected as the default.

Created 27 Jul 20:20

1
4 Vote

Document types and categories

It would be useful if you didn't have to choose a document type to be able to choose a document category when adding a document to a case. Not everyone uses a document type.

Created 27 Jul 16:24

0
6 Vote

Needles today should auto refresh itself or at least prompt a refresh

Needles Today doesn't prompt you to refresh or update after you've made a change. You have to close it out and reopen to have a checklist change reflected. Previously, it would allow you go Save or give you a response to refresh the screen. Now th...

Created 08 Oct 15:54

General

1
1 Vote

Ring Central's Call Log should support the ability to email the call log after it’s posted.

Ring Central's Call Log should support the ability to email the call log after it’s posted.

Created 05 Apr 18:23

0