Ideas & Enhancements

17 Vote

edit attachment names in Outlook add-in

The Outlook add-in needs the ability to re-name the attachments. It's much less efficient to tag an attachment to a case and then have to go in to the case and re-name the attachment.

Created 25 Apr 14:32

1
43 Vote

Adding another staff assigned on Case Ribbon

We have an attorney and a paralegal assigned to each case. We would like to see at the top of our case ribbon all staff that is assigned to the case.

Created 24 Nov 22:55

4 Already exists
12 Vote

Value Tab

Please bring back the ability to group value codes together and have them stay that way after you make the change. Every time you exit out of value tab the sorting you just changed goes away and it sorts them in a way that doesn't even make any se...

Created 09 Oct 17:32

2
17 Vote

We need the ability for templates to pull addresses from the "custom value" of Provider cards

Providers often have with multiple locations and a different payment address. However, a provider should have 1 provider card w/ all their locations in order for accurate reporting. Templates do not allow us to choose "custom value" as an address....

Created 21 Apr 18:03

1
8 Vote

Printing Calendar

It is imperative that we are able to print the calendar from Neos as we could with all prior versions of Needles! I would like the ability to print daily, weekly and agenda views of Neos Calendars!

Created 22 Feb 15:46

1
23 Vote

Layout Manager: Allow for the ability to copy sections between case/matter types

It would be very beneficial if we had the ability to select a section from one case/matter type and select an option to copy it to another case/matter type to help with screen layout consistency.

Created 27 Sep 21:11

0
5 Vote

Companion Cases Updating

It would be helpful if the Mass Update feature in the Companion tab would allow for more choosing specific entries in certain tabs such as party, insurance, records. These tabs will sometimes have multiple of the same field to update and therefore...

Created 03 Jun 15:46

0
12 Vote

Add filter to Calendar such as Open/Closed/Rescheduled and a filter to hide dates that have past

It would be so much easier to keep organized if there was a filter in the calendar where we could filter to only see Open/Closed/Rescheduled/etc. Also, to have the option to "hide" the calendar events that have past the current date / specific dat...

Created 05 Oct 22:21

0
1 Vote

Adding Passwords to Case Files

Passwords should be enabled for cases, locking users out of cases via permission is cumbersome.

Created 17 Oct 17:08

0
1 Vote

8x8 Integration

Integration with 8x8 phone service, similar to the existing RingCentral integration. Proposed Features: Ability to attach a voicemail to a record. Ability to attach a transcribed voicemail. A voicemail record button on the Neos toolbar. Ability to...

Created 17 Oct 15:30

0