Ideas & Enhancements

1 Vote

Calendar view resets to top of page

This happens on every view of the calendar but is most noticeable when in the agenda view. When editing an appointment from the agenda view, you select an appointment an open the details (fully opening the appointment not preview). If you then clo...

Created 15 Jul 18:06

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1 Vote

NEOS: Message Forwarding to email

Client would like to be able to forward Neos messages to email (specifically outlook)

Created 14 Jul 16:58

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1 Vote

User would like the outlook addin global search list to not pre populate with the test cases he has used

User would like the cases he has recently tagged to not go to the bottom. User doesn't want to see the test cases populate in the global search for the outlook addin.

Created 14 Jul 13:16

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1 Vote

Away statuses that can be used outside of the calendar

It would be useful if we could set away statuses outside of the calendar so, that if someone sends a message in Neos and the person is away they don't have to check the calendar to find out if they are in or not. It would also be useful if they re...

Created 13 Jul 19:53

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1 Vote

Standard report that shows cases in Litigation

It would be useful if there was a standard or user defined report in Needles 4 that could show cases that are in litigation or that have an auxiliary checklist.

Created 13 Jul 15:38

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1 Vote

Update the Date Range in Checklist Summary daily in Neos

Please change the date range field in the Checklist Summary in Neos so that it will update at the beginning of every day if you choose to filter by date range. At the moment, it does not update so if I put a date range of a month and 30 days have ...

Created 02 Jul 16:59

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1 Vote

NEOS- Add support to change sharepoint provider file on provider card

Currently, if a provider's sharepoint file becomes de-linked for any reason, the provider will have to be recreated. Adding support for changing the provider file on the provider card would prevent this in the future.

Created 02 Jul 16:46

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1 Vote

Calendar Rooms - Make Visible/Accessible in Neos

Being able to add a room location would be super helpful when calendaring a client meeting or any litigation scheduling so that we don't have to go back and forth from NEOS to Outlook making it easier to book a conference room.

Created 29 Jun 03:47

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1 Vote

Messaging Post to Notes

When posting a message to notes, it duplicates the message on everyone's message list. DO NOT send duplicate message when posted to case.

Created 28 Jun 18:01

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1 Vote

Adjust Checklist Positioning

It has been requested that the checklist on the home screen be adjustable, so that it can be moved up into the white space underneath the good morning message without having to scroll.

Created 24 Jun 14:54

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