Ideas & Enhancements

2 Vote

Birthday data merge

The new Needles 5 does not allow us to sync client birthdays by the date it comes up alphabetical. We send cards and it would be easier if it did like before and showed up numerically.

Created 08 Mar 15:50

General

0
3 Vote

Search value is cleared when changing Search By

I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...

Created 30 Apr 15:29

General / Search

1
3 Vote

iManage Integration

No description provided

Created 24 Apr 01:18

0 Planning to Implement
2 Vote

User would like be able to an run an inventory report of all case for specific staff

We tried a couple different reports as in case listing staff assigned but she wants to see all cases from the old needles for a specific staff where they aren't primary in all cases.

Created 03 Mar 17:35

General

0
1 Vote

Additional Search Criteria Options to be Available in Outlook Add-in when tagging E-mails to Neos.

This would be useful for firms who know their cases by Alternate Case Numbers for example.

Created 12 Jan 22:06

0
1 Vote

Surah Mulk In Translation and PDF Version

Read the Surah Mulk in PDF format while listening to the whole audio mp3 version narrated by Shaikh Su'ood As-Shuraim and Shaikh Abd-ur Rahman As-Sudais. The entire Surah Mulk in Arabic is available on Islamuna.com along with an mp3 file. A PDF ve...

Created 10 Jan 19:02

1
2 Vote

Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order

Created 26 Feb 21:39

General

0 Already exists
2 Vote

CSV import of time entries

We would like to be able to import time entries from a CSV file into NEOS to go to each matter.

Created 25 Feb 16:42

General

0
2 Vote

Neos - QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

Created 25 Feb 14:49

Accounting Integrations / Integrations

0
1 Vote

Remember Calendar View options

On the calendar tab, would like it to remember my last chosen options - for example, if I have multiple staff selected, the next time I log in the same staff should be selected when I click on the calendar tab. Right now, it defaults back to only ...

Created 09 Jan 22:47

1