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2
Vote
Search with in the Neos calendar
User has suggested that a search option for with in the neos calendar, like there is in outlook.
Created 11 Feb 17:37
0
3
Vote
Uploading Documents from Sharepoint onto other sites eliminating need to save to desktop
in order to upload a document to the courts website we currently need to save the document to desktop and then upload from there. there should be a way to upload the document directly by browsing the computer such as a link with OneDrive of some s...
Created 19 Oct 20:37
General
1
2
Vote
ability to single space when adding notes to NEOS
No description provided
Created 07 Feb 18:41
1
2
Vote
Neos: Shifts data if the parties are not listed in sequential order in the intake
How intakes are currently working. The order of the parties in the intake lay out are as follows: Party 1 Party 3 Party 2 How to recreate the issue: Enter party 1 information. Enter Party 3 information (it comes before Party 2 in the intake) Save....
Created 07 Feb 17:09
0
4
Vote
Alert that there are Open appointments when a case is closed
Function which would alert you if a case is closed and there are calendar items with a status of Open with a feature to Close those appointments Submitted on behalf of Ransin Injury Law
Created 19 Jun 20:47
General
0
4
Vote
Phone Number Field - Cursor should automatically be placed at beginning of fiel
When you click into the phone number field, the cursor should automatically be placed there
Created 19 Jun 15:57
General
0
2
Vote
Checklists populating based on Stage/Status
when in an intake, it would be very beneficial to be able to customize the checklists based on the Stage/Status
Created 02 Feb 20:32
Checklist
0
4
Vote
Case header allow for custom colors
Firms should have the ability to customize case headers based on their preference. ie. Blue is open, Green is settlement, Purple is LIT, etc.
Created 14 Jun 18:43
General
1
2
Vote
Add an address field to the QB integrator
The QB Needles integrator should include the providers address. phone numbers and emails are nice but some firms rely on the address to differentiate between office locations.
Created 31 Jan 23:04
0
3
Vote
NEOS - Link 1099 Status Checkbox in QB with Provider Info in Neos
Quickbooks vendor/customer profiles has a checkbox that determines if they are a 1099. Being as it is a standard field in quickbooks, it would be nice if it became a standard field in Needles for a name that could be updated through the integrator.
Created 06 Oct 20:10
Accounting Integrations / Integrations
0
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