Ideas & Enhancements

3 Vote

Neos - Duplicates Check to Import Intake

When checking duplicates for importing intakes from a file, please add a check for the same case type and the same name. Leads are often received from a form the potential client fills out themselves where they may have mistyped a phone number or ...

Created 06 Aug 14:48

0
3 Vote

Tagging Documents in ALL CAPS

-When inserting the merge template normally: [[ First Name | Case.Parties.Name.FirstName | Plaintiff ]] ; the field populates normally in Neos. -When capitalizing it: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]], the field does not p...

Created 03 Aug 15:04

0
4 Vote

Cloud - When double clicking party name after using search, having functionality to open recent case instead of first case that was ever created

When currently searching for a party and double clicking on the name, it currently opens up with the first case that was created for the party (in the case where there are multiple cases linked with the party). Would be more useful to instead of i...

Created 14 May 15:59

Search

0
2 Vote

Provider Information - More info when searching from tabs

Add ability to pull in more information when searching for a provider on a tab so you can see additional info about that provider. Also allow ability to see more information on the actual tab about the provider (like notes).

Created 05 Oct 14:15

0
4 Vote

Cloud - Edit Checklist Description from Needles Today

In previous version of Needles, you were able to edit the description from Needles Today and can only mark as complete currently in Neos. Will be useful to be able to edit again from Needles Today.

Created 08 May 21:02

Checklist

1
4 Vote

Cloud: Copy Entire Case Tabs

The user wants to be able to copy entire case tabs, like in previous Needles versions.

Created 07 May 21:21

General

1
4 Vote

Cloud - Add Intake Status and Synopsis/Notes on flyout menu

It is a high priority to be able to see notes/synopsis and the intake states on the quick flyout pane to easily see whether the intake was taken or rejected.

Created 04 May 19:18

1
4 Vote

Neos - messages - Add Notificaiton for new messages & update automatically

Add notifications for new messages and update tab automatically with new messages

Created 04 May 15:12

General

0
4 Vote

Neos - Add ability to reorder tabs inside of Neos

Would like ability to reorder tabs inside of Neos, or add new, duplicate, etc.

Created 04 May 15:10

General

0
2 Vote

Sync Outlook Contacts into Neos

Have the ability for outlook contacts to be synced into Neos

Created 29 Sep 21:17

0