Ideas & Enhancements

Having the ability to open word docs directly in the desktop app.

Law office of Dean Boyd wanted to be able to open word documents in the desktop app instead of a new tab. There is a setting in word you can set to decide how to handle hyperlinks, but it doesn't work on Neos but does work on SharePoint. This woul...

Integrate with Ring Central

Would be great if Neos would seamlessly integrate with Ring Central and allow users to select Ring Central as the phone app.

Created 02 Dec 20:55

0

4 Vote

Print Value Summary with totals including all payments and adjustments as was in Needles

Our firm used this report for all cases during mediation and settlement negotiations

Dictation available in Notes

having the option to dictate in Notes would be helpful

Created 01 Dec 17:47

2

4 Vote

Make the the Alt Case Number (firm case number) the default for reference instead of the Needles case number.

Everywhere, you can see as reference the Needles case number by default. It would be easier for our firm to identify our cases if we could see the Alt Case Number (firm case number) instead.

After you edit document details in Case Docs, I don't want to be brought back up to the top of the document list

Because there are so few "bulk action" options, I have to individually edit most documents that get put into case docs. After you edit a document's details, Neos brings you back up to the top of the page/list of documents. I want it to stay where ...

Created 21 Nov 16:10

0

2 Vote

Is there any way for Needles to save my place in the chronology of Needles Notes instead of kicking me back to the first note in the stack when l exit the last note I am in?

This seems like software engineering 101 to me. The way the product works now makes it incredibly difficult to review the status of a litigation in Notes, which is too bad since that is actually the purpose of having Notes

Created 21 Nov 13:58

0

Ideas & Enhancements

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Having the ability to open word docs directly in the desktop app.

Integrate with Ring Central

Print Value Summary with totals including all payments and adjustments as was in Needles

Dictation available in Notes

Make the the Alt Case Number (firm case number) the default for reference instead of the Needles case number.

Neos - When Emailing a Document, Pull the Merged Name's Email Address

Custom TimeFrames in Needles5

Column Chooser in Document Generation Drop-Downs (Needles 5)

After you edit document details in Case Docs, I don't want to be brought back up to the top of the document list

Is there any way for Needles to save my place in the chronology of Needles Notes instead of kicking me back to the first note in the stack when l exit the last note I am in?

Filter by status

Filter by category

Identify yourself with your email address

Having the ability to open word docs directly in the desktop app.

Integrate with Ring Central

Print Value Summary with totals including all payments and adjustments as was in Needles

Dictation available in Notes

Make the the Alt Case Number (firm case number) the default for reference instead of the Needles case number.

Neos - When Emailing a Document, Pull the Merged Name's Email Address

Custom TimeFrames in Needles5

Column Chooser in Document Generation Drop-Downs (Needles 5)

After you edit document details in Case Docs, I don't want to be brought back up to the top of the document list

Is there any way for Needles to save my place in the chronology of Needles Notes instead of kicking me back to the first note in the stack when l exit the last note I am in?