Ideas & Enhancements

1 Vote

Add Date to Value List

It would be helpful if you could see the entry date without opening each and every entry. In needles, you could see and sort the list by date. When you have several settlements in each case, it is helpful to see the input date of the entry.

Created 29 Nov 20:45

0
2 Vote

Task list

A customizable task list that can be added on the calendar. For example if Discovery is due it should be added as a task and not an event. If it is not completed it will not go away like an event, it will continue to be at the top until marked com...

Created 02 Dec 14:27

0
4 Vote

Request templates should launch from Records Request Tab directly.

It would be much more efficient to launch the requests directly from the request entry, rather than entering the request and then generating from the case docs tab.

Created 09 Dec 22:35

General

0
4 Vote

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...

Created 09 Dec 22:03

Integrations

0
3 Vote

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

Created 04 Dec 14:25

General

0
3 Vote

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.

Created 03 Dec 18:03

General

2
4 Vote

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

When emailing a document from the document's tab, firm would like the ability to auto attach the email address of the merged name in the address field

Created 03 Dec 16:59

Integrations

0
3 Vote

Custom TimeFrames in Needles5

It has been requested that custom timeframes for calendar items be added to Needles5.

Created 23 Nov 21:19

0