Ideas & Enhancements
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6
Vote
RingCentral call notifications and logs need to contain call information
Such as Caller Name, Phone number, Case number, etc. Currently the log and notification doesn't give any info so it's useless as designed.
Created 04 Dec 21:09
0
15
Vote
fix the Report: Custom Tab Names
fix the Report: Custom Tab Names
Created 19 Sep 16:53
1
14
Vote
We need the ability to have a Value block at the Intake level.
Our firm like I’m sure many others incur expenses on a case when it is still at the intake level. We need to have a Value block similar to the Address block that would allow us to enter multiple Value entries on an intake and allow for those to be...
Created 03 Nov 17:51
0
21
Vote
Neos - Options for more colorful displays/themes
Users would like the option to add more colors to the all around display of Neos to make it brighter. Maybe have different display themes for users to set up on their specific profiles.
Created 23 Nov 15:26
5
12
Vote
Delete Cases
We should be able to delete cases. The "Recycle" option isn't good enough - I would like to be able to completely delete cases from the system.
Created 09 Feb 00:39
1
14
Vote
Visible status change on calendar events
There is no way to tell which calendar events/reminders have been cancelled or done without opening the event. In Needles 5, the event changed colors to indicate status which made it easy to see right away and prioritize.
Created 31 Oct 16:46
6
5
Vote
new notification
The attorneys to get a new notification every time a new case is put into their name.
Created 19 Jan 16:50
0
4
Vote
New calendar event default time increment to 30 minutes instead of 15 minutes
Firm only schedules events in 30 minute increments so it would be beneficial for the calendar to default to 30 minute increments instead of 15 to not have to change it manually
Created 08 Mar 19:08
0
13
Vote
No Checklist Items on the Weekend
Have the option to have checklist items pushed from weekends to the following Monday. Though the checklist may say that an item should land on a Saturday or Sunday, there should be a setting or option to push those weekend items to the next Monday...
Created 16 Dec 17:43
0
14
Vote
Accounting tab saving filters
When we log out and back into Neos we have to reset the accounting tabs filters. This becomes frustrating as by default it shows posted and pending checks and having the filters save would save us time having to put the filters back to only show p...
Created 26 Oct 18:40
Accounting Integrations
2
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