Ideas & Enhancements

1 Vote

Allow checklist items to be selected individually and copied to another case type in case layout

It would help with time management if you could copy specific checklists items created in one case type layout to add into another layout without having to copy the entire checklist. Not all cases need the same checklist items but then some of the...

Created 23 Jul 19:45

Checklist

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1 Vote

New Message Notifications Outside Neos

It is being requested that New Message Notifications have the option to pop up outside of Neos. Example: As a popup over all desktop apps.

Created 22 Jul 19:07

0
1 Vote

Add Reconciler To Quickbooks SDK Integrator

It has been requested that a reconciler program be added to the quickbooks SDK integrator, so that users can modify exported value items from Neos in order to link up with what is existing within Quickbooks. Example: Value item export where the fi...

Created 20 Jul 16:16

Accounting Integrations

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1 Vote

Value Tab

There should be a "last updated date" somewhere on the value tab screen; so that an attorney knows that last time the value tab was updated. We are constantly being asked if the information on the value tab is up to-date because they have no way o...

Created 15 Jul 18:59

1
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

0
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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