Ideas & Enhancements
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1
Vote
Allow changes made to the staff assignments setup to save without closing the case type tab
When a user changes the order of the staff roles in the staff assignments they must close the tab and reopen it for the order to appear as changed. There should be a way to apply that change without closing the case type tab.
Created 01 Aug 21:15
0
1
Vote
Attach Police Reports to Police Tab
Having the police department information in one place is fine, but if we could actually attach the crash report to the Police tab it would be easier than it being lumped into all documents and having to be searched for.
Created 01 Aug 16:57
0
2
Vote
Forms from PDF Editor
I would be nice when you add Form fields in a PDF in PDF editor that the color of the field not print. The printing makes the final product useless unlike when adding form fields in Adobe Acrobat.
Created 08 Jun 13:29
0
3
Vote
Default E-Mail
You should be allowed to choose a default e-mail address or move them around to change the default similarly to how you can with the phone number. It's common for clients to have multiple e-mail addresses.
Created 14 Apr 21:01
General
0
3
Vote
Litigation Identifier
It would be nice to be able to mark a file as in "litigation" manually instead of only being able to do so with an auxiliary checklist. In Needles 4 you could change the banner from red to blue manually, but you can't seem to do that with NEOS.
Created 14 Apr 20:57
General
0
1
Vote
Ability to have multiple company addresses under firm preferences
Ability to have multiple firm addresses and be able to select them to tag letterheads for different attorneys when creating the doc from template
Created 28 Jul 18:33
0
1
Vote
Reporting number of case by event
create a report that allows you to get a case count by the event verses the Neos case number. An event or DOI May have 10 Plaintiffs who have their own Neos case number but it is still considered one event or one case. I need to add the companion ...
Created 28 Jul 02:50
0
2
Vote
Date Calculator Tool
The date calculator in the checklist is nice, but a basic calculator tool off to the side would be great when you need to know a date, but aren't trying to change something in the checklist.
Created 03 Jun 16:50
0
2
Vote
Settlement View should display Total for categories off of sum:Total instead of sum:Due
as it stands, if some items are already no longer due, the settlements view will have skewed results for the actual total vs the calculated total.
Created 03 Jun 15:56
0
2
Vote
Separate the saving of Debit and Credit account associations for value codes
Currently, the QB Integrator prompts to save BOTH Debit and Credit value code associations at the same time. We'd like the option to save the associations independently from one another as we often want to save account associations for certain val...
Created 03 Jun 15:19
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