Ideas & Enhancements

5 Vote

Fix Excel =SUM to Not Break Templates

Currently having an =SUM in an Excel Document creates an error when generating a template from that document, even if the document does not source anything from the Neos file. Please fix it so it generates the document correctly. Support told me t...

Created 20 Mar 20:15

0
17 Vote

Color Code the Calendar For Different Events

We need a color coding system for fast checking. I think that we could merge the current system with an updated color coding system by having a person's initials on the side, but then have the whole box change based on the activity. That way there...

Created 05 Aug 17:35

1
28 Vote

Email Tagging by Date and Time of Email, not time of tag

Currently, when you tag an email, it imports the information into NEOS based upon the date and time you tag the email. With multiple emails often coming in at all hours, it would be best to have the tag read from the email header and tag based upo...

Created 07 Feb 22:57

Integrations

4
25 Vote

Multiple document generation to also include Value and Insurance Tab options

Currently, the multiple document generation extends to party and provider and primarily targets requesting medical records. One customer has suggested that multiple document generation also extends to insurance and value tab documents. They pointe...

Created 29 Jun 13:48

1
28 Vote

Ability to remove an Auxiliary checklist from a case (especially a LIT checklist)

I think it would be very helpful to have the ability to remove a checklist from a case. On the case header, you can see all of the "litigation titles" aka auxiliary checklists. Once added, you DO NOT have the ability to remove the header informati...

Created 27 Jan 22:10

Checklist

0
1 Vote

Neos Calendar Tagging

When you create a calendar entry from the case, you have to click Associated Case in order to link the calendar entry to the case so I know what client I was talking about. I wish I didn't have to click Associated Case, especially if I'm creating ...

Created 03 Oct 15:25

0
41 Vote

Ability to change font size

No description provided

Created 09 Apr 16:50

General

4 Unlikely to implement
7 Vote

QB online - description needs to copy into memo line - and make the check automatically select print later

For QB online - when a check is sent to QB Online - the description (client name/case number/memo line from VT) goes into the description box -- it needs to ALSO go to the Memo line in QBO so that it shows up on the check in the memo line. Super i...

Created 05 Dec 19:46

1
16 Vote

Add the Company ID into a shortcut

It would be great to be able to add our Company ID in to a shortcut like https://cloud.needles.com/CompanyID?CompanyID=FirmCompanyIDhere

Created 06 Sep 21:52

0
7 Vote

View Document feature

Instead of opening a document to view the contents, I would like a VIEW feature, a side pop-up window where I can read the contents of the document and with a "forward" or "backward" next option (to go to the next or previous document in the list)

Created 04 Dec 19:12

0