Ideas & Enhancements

2 Vote

Neos: Please add an option to condense the size of a Name field

we may not need to see the contact information and it takes up a lot of real estate on the tab.

Created 22 Oct 22:15

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3 Vote

Merge templates: Tagging for multi-party/provider when a firm migrates from Needles

When converting codes to tags for migrating firms, we should also look at the prompts as outlined in Needles to create the identifier/prompt in the Neos tag. Add the identifier designated in Needles to identify the prompt. For example, "Select Cli...

Created 05 Oct 21:07

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2 Vote

Making adding a note 1 click, not 2.

Currently, to add a note you need to click twice. The first click brings up a small dialogue box. You then need to click a second time to get to the "details" screen, the only place you can access the "topic" drop down, which must be selected befo...

Created 21 Oct 14:17

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1 Vote

Communication

A communication tab that included all tagged emails and other forms of communication related to the matter.

Created 07 Nov 22:19

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3 Vote

Allow Document tags to be appended multiple fields come in one tag

For some documents, adding two tags changes the format. If you could add two fields in one document tag, that would assist in keeping formatting correct and include all necessary informationEx. One tag to include both a Provider's full name and ad...

Created 30 Sep 15:40

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2 Vote

Invoices need more functionality

we should be able to request or create invoices for providers not just the parties involved in the case

Created 18 Oct 18:50

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5 Vote

Checklist dates to be displayed on Needles Calendar

The firm wanted the checklist items/dates to be displayed on the needles calendar.

Created 12 Aug 20:23

Checklist

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1 Vote

VALUE TAB GLITCHES AT 50 ENTRIES

49 entries is fine, 50 makes them disappear, the work around support provided was to create a "dummy" value item because it works fine again at 51...

Created 03 Nov 16:36

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1 Vote

Bring back the PAID column in Value Tab!!!!!

We are in a jurisdiction where the PAID amount of medicals is important. Not being able to see this at a glance is a big time waster!

Created 03 Nov 13:35

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1 Vote

Best time to visit meghalaya

Best Time to Visit Meghalaya - Monsoon Retreat: Indulge in the serene charm of Meghalaya's rain-washed landscapes during the monsoon season. Enjoy the soothing rain showers while exploring its abundant natural beauty.

Created 03 Nov 09:02

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