Ideas & Enhancements

1 Vote

Report Categories

I'd like the ability to deactivate report libaries that our firm doesn't use or need. There are some report libraries that are empty "History" "Clean Up" that have nothing in them at all. It would be better to only let my staff see the reports tha...

Created 12 Sep 16:28

0
2 Vote

Documents Tab Search - Give '0 Results' option when there are no documents tha match your search/provide better loading/search screen

Documents Tab search: 1) make it more clear how long the search is taking 2) display a response when there are no results (like in Windows Explorer where it will say “no items match your search”).

Created 30 Jun 20:58

0
1 Vote

Ability to Set Who Creates the Note for the Intake Comment

Currently in Neos, if an intake has a comment in it, it will become a note when it is converted into a case. Instead of the person who last edited the comment or the one who created it, it will set the person who made the intake into a case as the...

Created 11 Sep 15:08

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
4 Vote

Text messages should be automatically posted to the notes tab

The integration with texting would work great if the text messages got posted directly to the Notes tab so you do not have to post to needles from your outlook.

Created 30 Jan 21:43

Integrations

1
2 Vote

Return the Warning for Users when marking a case "Dormant"

Having a warning to advise that a case has been marked dormant should be added to prevent cases from accidentally being marked dormant and a statute subsequently being blown.

Created 27 Jun 23:16

0
2 Vote

Additional Option for Changing Case Type Regarding the Checklist

We are always running into issues when changing case types with managing the checklist. When we switch it over, we usually want to keep the items marked “DONE” but delete all the other checklist items. As is, when you switch a case type, you can e...

Created 24 Jun 14:31

Checklist

0
1 Vote

Automatically default to the users check instead of having everyones check list populate because its too many items being thrown at us at one time (example case managers dont need to view the accountants task unless they are specifically looking for the accountant task)

When we open a check list it shows everyones task and then we have to filter it. If there is a way to where it automatically defaults to the users check instead of everyones check list that would be extremely helpful.

Created 08 Sep 02:04

0
4 Vote

Note Topic

It would be nice if, when you click add on a new note, that Needles defaulted the cursor into the topic box so you could just start typing. 5.0.0.43701

Created 15 Jan 15:19

General

0