Ideas & Enhancements

2 Vote

Share/send neos-linked document to a pre-existing e-mail thread.

The only way to share a document on Neos is to start an entirely new e-mail chain. I need to be able to share a document with an already existing e-mail chain. I don't want to send a copy of the document--I want the actual document that is linked ...

Created 07 Nov 16:16

0
4 Vote

SaaS - Allow for Admins to set Default Columns for Users

Admin would like the ability to create default columns/column widths for all users in all case types

Created 13 Jul 17:20

General

0 Unlikely to implement
2 Vote

Ability to add default values to fields in case and intake layouts

For many of our fields, they would have a default value for every case or intake. The ability to set that default in the layout would help so it is never missed or needs to be entered. For instance we have a field for BI insurance, but if the fiel...

Created 02 Nov 19:25

0
5 Vote

Would like Firm Fax Number as a merge parameter.

Fax number is now a field in File > Firm Preferences > Firm Address; however, it is not an option in the merge parameters. Please add this option.

Created 08 May 20:45

General

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

Option to Make Multi-Party Document Generation Output One Document

If it is possible, could there be an option to allow multi-party document generation result in a single file with all the generated documents. Needles 4 and 5 had that functionality before and it would help skip loading each individual file.

Created 02 Sep 19:51

0
5 Vote

Make the date Calculator calculate by Court Days

IT WOULD BE AWESOME IF THE DATE CALCULATOR AVAILABLE THROUGH NEEDLES WAS ABLE TO CALCULATE COURT DAYS IN ADDITION TO CALENDAR DAYS. IN CA OUR MOTIONS ARE CALCULATED BY COURT DAYS. AND TO MAKE THAT EVEN BETTER, IF WE COULD HAVE THE OPTION TO DISTIN...

Created 30 Apr 13:28

General

1
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
3 Vote

Ability to link claim information on Insurance tab to Value tab

Currently on User Defined tabs can be sent to the Value tab. This should also be extended to the Insurance tab as Claim Information fields are being used for Settlements.

Created 26 Aug 15:44

1