Ideas & Enhancements

1 Vote

Address Book Search Enhancement

Please add the ability to search the address book by zip code. This is especially helpful when searching providers that may be nearby for a client. We have the zip code ability in the main search, but having that ability in a list view will be muc...

Created 04 Dec 19:48

0
1 Vote

document count

can we have a document count for each of the topics? When importing a large number of documents, it is helpful to have a document count as a double-check to ensure that all were uploaded to NEOS. Thanks!

Created 04 Dec 19:13

0
3 Vote

SMS Feature - allow for formatting as in Notes

Allow rich text menu to apply formatting, such as font size, color and adding of picture and/or document.

Created 15 Jun 21:41

1
3 Vote

Case Tabs - Allow Viewing of Data Across All Tabs at once at user level to allow for a flat view of a case

No description provided

Created 15 Jun 21:38

1
4 Vote

Cloud - Add Feature to notify Needles Admin

There would be libraries that might not contain an necessary entry. It would be a nice feature to add the ability for a user to make a request to the Needles Admin to add that entry. For instance, I am creating a Bankruptcy case and notice that my...

Created 20 Mar 18:54

General

0
3 Vote

Neos: Add a Subject or Header for Notes

This will allow the users to add a description of the note and see what the note is about at a quick glance.

Created 09 Jun 21:20

0
3 Vote

Neos: Provide settings for search

When searching 'smith, d' the firm would like to see all results where the last name starts with Smith and the first name starts with D, instead of performing a contains search and showing any names that include D anywhere in the first name.

Created 09 Jun 20:51

0
4 Vote

Cloud - Add a url for search

Adding a URL to the search will give the ability for 3rd party applications such as RingCentral to run searches of the caller ID into our system. As an example, this is what is use for Salesforce: https://my.salesforce.com/search/SearchResults?sea...

Created 06 Mar 19:40

Integrations / Search

0
1 Vote

"Favorite" option & view for documents

If we could select a checkbox or symbol for documents that are referenced multiple times throughout a case and then have an option to view "Favorites". That would be AWESOME!

Created 30 Nov 14:16

0
1 Vote

Pin Cases to Top Bar

An option to "pin" cases so that they are not closed accidentally or when using the "close all" option.

Created 30 Nov 14:14

0