Needles 5.0 | Ideas & Enhancements

Add option to toggle off/on the event time length when hovering over events in the Neos calendar

Users do not always want to see the time length when hovering over an event, please add a button or option to turn off/on the event time at will so users do not always have to see it and so it does not get in the way of a user reading an events name.

Created 02 May 18:15

0

1 Vote

Review Older Notifications

We cannot review older notifications. I was out for a week and have no idea of what was done or what messages were received while I was out because the notifications do not go that far back.

Created 02 May 16:44

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1 Vote

Reports - would be useful for firm managers to be able to see how much in total settlement demands are pending in a report. Would need the Negotiation tab field for demand amount to be able to populate in the report

Budgeting, forecasting, KPI's

Created 02 May 15:18

0

2 Vote

Please add an option to "Add Intake" when looking at search results for a party.

Currently it only gives Add Case and Add Provider. By adding this tab, it will help alleviate duplicate parties being added to Neos. This tab will allow us to go directly into creating the intake while on the phone with the client, and it will sav...

Created 08 Oct 13:46

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1 Vote

Calendaring: When entering a. new event in case calendar it should automatically invite all the people assigned to the case

It is such a waste of time for my scheduler to keep checking back and forth in the case tab to see which attorneys and paralegals should receive the invite. Specially when calendaring docket control order needing dozens of entries. Neos is not ver...

Created 28 Apr 17:54

0

1 Vote

Ideas & Enhancements

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Add option to toggle off/on the event time length when hovering over events in the Neos calendar

Review Older Notifications

Reports - would be useful for firm managers to be able to see how much in total settlement demands are pending in a report. Would need the Negotiation tab field for demand amount to be able to populate in the report

Please add an option to "Add Intake" when looking at search results for a party.

Calendaring: When entering a. new event in case calendar it should automatically invite all the people assigned to the case

Allow attachments in Messages

Needles App Intake Push Notification

The Ability to Edit/Remove the Automatic Note from New Case Calendar Entries

Add the "Project" (Case Number) to the check when uploading to QBO

"Copy to another case"

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Identify yourself with your email address

Add option to toggle off/on the event time length when hovering over events in the Neos calendar

Review Older Notifications

Reports - would be useful for firm managers to be able to see how much in total settlement demands are pending in a report. Would need the Negotiation tab field for demand amount to be able to populate in the report

Please add an option to "Add Intake" when looking at search results for a party.

Calendaring: When entering a. new event in case calendar it should automatically invite all the people assigned to the case

Allow attachments in Messages

Needles App Intake Push Notification

The Ability to Edit/Remove the Automatic Note from New Case Calendar Entries

Add the "Project" (Case Number) to the check when uploading to QBO

"Copy to another case"