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1
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Add quarterly and yearly to recurring drop downs
Would be immensely helpful if we could have quarterly and yearly recurring calendar items instead of having to set them up with the date settings in the recurring section of the calendar entry.
Created 20 Feb 18:17
0
2
Vote
Staff Permission to Add Multiple Cases to One CaseDocs Folder
It has been requested that multiple cases be able to be linked to one folder in sharepoint, enabled or disabled as a special permission in the user's staff profile.
Created 19 Nov 19:34
1
1
Vote
Downloading / printing all documents from a thread of emails.
The ability to print all attached documents from a thread of emails between Neos and outlook, as opposed to opening / searching for each email individually to download / print.
Created 17 Feb 14:23
0
4
Vote
Allow default checkbox for online accounts
I know that the default online account is the top account of that type but this not intuitive for the user. It would be much easier if the drop down menu was available the same way it is in the address box
Created 21 May 18:50
General
1
1
Vote
Message permissions per staff group
User would like the ability to set permissions for staff to view messages for other staff within the same staff group.
Created 16 Feb 17:30
0
1
Vote
Needles 5 - Support for Spectrum Mobile and Needles 5 Integration
Rework Spectrum Mobile and Needles 5 Integration to allow for seamless text messaging and increased assistance scope for support to provide to users incase of issue.
Created 16 Feb 17:21
0
4
Vote
Be Able to Change the Header Color
Users would like to be able to manually change the color of the header bar liek in 4.8
Created 15 May 14:01
Checklist
0
4
Vote
Add Ability to Sort by Client Name in Messages
Users like to sort by client name in messages. This was something they could do in 4.
Created 14 May 20:46
Messages
0
1
Vote
select certain items to show on settlement summary instead of everything not 0.
Sometimes you get a check to pay certain value items ie 2 bills but there are 10 items total on the value tab. You have to zero all the other out or you have include them all and edit and re add them in word.
Created 15 Feb 20:54
0
3
Vote
NEOS - Alt Case Number in OL Search
Not all firms go by the Needles case number. It would be nice to be able to see the alternate case number when searching a case to tag it in outlook.
Created 13 Aug 17:47
General / Search
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