Ideas & Enhancements
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Vote
The option to copy the memo from a Case Expense item to DTF
Would like the option to copy the Memo from a case expense item to a due to firm item within Neos
Created 17 Mar 19:36
General
1
2
Vote
Add phone number field to General Information that appears when you search for a party
Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.
Created 17 Mar 17:22
General / Search
0
2
Vote
Ability to click/drag open windows to reorder them
It would help to be able to click and drag all open windows to reorder them how I like. This would mirror the functionality of a browser, in which you can reorder all your open tabs. The reason this is necessary is that, with a few cases open at a...
Created 17 Mar 15:46
General
0
3
Vote
Document Generation File Path
The firm moves closed cases into new folders and would like the document generation to auto-path to the default folder for the case and not the firm default folder naming. The problem inherent is that even when they change the default folder for t...
Created 28 Aug 18:09
General
0
2
Vote
Neos - Search Provider Notes
The functionality to search through notes on the provider card in the same way a user can search for the notes within a case. Being able to filter through Topics, Staff, Date from, and Date to.
Created 15 Mar 17:31
General
0
2
Vote
Add option to add provider from a blank search
I cannot add a new provider from the search screen. Once I complete the search and nothing comes up there is no button to add.
Created 15 Mar 14:35
General / Search
0
2
Vote
Allow Users to Access All Bookmarks without Having to Switch Tabs in the Word Add-In Drop Down Menu
It would be helpful to have access to the whole suite of bookmarks in the Microsoft Add-In without having to constantly go back and forth on the drop down menu to land on the correct tab. This makes template creation tedious and take a whole lot l...
Created 14 Mar 19:46
General
0
3
Vote
Needles Today Checklist Summary
A wish list item for a new notification option: checklist items. It is often not efficient to be checking your checklist multiple times a day. A button that shows the number of checklist items due (that day or earlier) and a notification of new ch...
Created 26 Aug 16:32
Checklist
2
2
Vote
Highlighting text search information
When doing a text search report it would be nice if it would highlight the search words.
Created 12 Mar 19:48
General
0
3
Vote
Needles Add-in Search for Providers will list open cases for providers
Pre-Populated List: I wish that when you were posting an email to an adjustor or opposing counsel that it would generate a list of all open cases that the provider is linked to in order to select from that. Or even a list of recently opened Needle...
Created 22 Aug 15:26
Integrations
0
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