Ideas & Enhancements

3 Vote

Synopsis - Rich Text

Would like the option to use rich text within the Synopsis field.

Created 21 Oct 20:10

1
3 Vote

Synopsis - Size

Would like the ability for the Synopsis field to keep the same size larger than the current max default. See pictures attached.

Created 21 Oct 20:10

0
1 Vote

Allow erasing of PDF MergeFields

I need to be able to modify PDF templates for our files and there seems to be no option to remove them, which is kind of unusual. Please add this as a feature so I can continue working on these templates.

Created 13 Nov 19:28

0
2 Vote

Calendar Events

Please give us permissions or the options to edit other's calendars such as attorneys. Anything that gets scheduled now says we do not have permissions to edit events of such attorneys no longer

Created 01 Nov 19:59

1
3 Vote

Tab for easy chronology of medical care

It would be fabulous to have a tab that would allow us to add medical providers, dates of service and a short synopsis of care, then a check box for bills/records/radiology (that we have received) or a box to note that that date is not related, so...

Created 20 Oct 18:09

0
4 Vote

Neos - Add 'Deceased' and 'Minor' to Party box in Search

When searching for a client, you should be able to see the 'Minor' and 'Deceased' in the party box, along with role

Created 05 Oct 14:48

General / Search

0
2 Vote

Can the red flag be larger when we click the down arrow

Can the red flag be larger when we click the down arrow

Created 28 Oct 20:40

0
2 Vote

Add support for changing/multiple email domains

Currently changing email domains is catastrophic in Neos. It unlinks out outlook events and makes making changes to calendar entries impossible.

Created 28 Oct 17:46

0
2 Vote

Add archive directory to Firm Preferences/Documents

We archive our closed files in a separate SharePoint directory, away from CloudDocs/CaseFiles. Need to be able to point Needles to that directory under Firm Preferences for "Archived Cases" (for example), so that the documents are still available ...

Created 27 Oct 23:27

0
2 Vote

Quick Fill Texts - Limit Access by Staff

The Quick Fill Text list is getting very lengthy - we would like to limit what options the staff see by staff member and/or department. So the SS department can only see SS related Quick fills, etc.

Created 27 Oct 18:53

0