Ideas & Enhancements

21 Vote

Litigation Titles are appearing in Case Header despite the Aux Checklists not being marked as Lit

These Litigation Titles by design appear in the Case Headers but it's been brought to my attention that clients would like to not see them in the header. It has been reported as an issue multiple times despite it being by design.

Created 23 Dec 20:44

General

19 Shipped
22 Vote

Add names of clients to provider usage list

When you run provider usage for a specific provider, the list only shows case number and not the actual client name. It also does not allow you to access the case from the list.

Created 24 Sep 16:21

0 Shipped
21 Vote

Neos - Add Built-in Spell check

Add a built in spell check for Neos

Created 21 Sep 13:39

General

0 Shipped
21 Vote

Neos - Change Default to Uncheck the 'File Attachments' When Tagging an Email

The 'File Attachments' box is auto-checked when tagging an email, firm would like it to be defaulted unchecked as it is cluttering up the case docs tab with unnecessary attachments

Created 18 Sep 16:35

Integrations

1 Shipped
17 Vote

Activity Feed - Per User

Can an "Activity Feed" be per user in additional to each case. It would be nice to see all the cases that I looked at or worked on in one day, week, etc. In case I forget what case I worked on and rather than go through all of my cases, I can look...

Created 07 Jun 14:15

2 Shipped
3 Vote

Increase character limit for Payee names entered in Neos

The current character limit appears to be 35 characters. If the Payee has more than this we have to shorten the name as the Quickbooks integrator will not work correctly if the name is longer than 35 characters. We would either like this to be inc...

Created 06 Mar 16:02

0 Shipped
15 Vote

Be able to maximize screen size for notes in value tab entry

No description provided

Created 14 Dec 15:58

General

2 Shipped
16 Vote

Sort Phone numbers

Have the option to sort phone numbers instead of having to delete and re-enter phone numbers in the order you want it saved.

Created 08 Sep 21:04

General

1 Shipped
17 Vote

Cloud - Send Message from Case

In previous versions of Needles, you could send a message from the cases from the case tab. In Neos, you have to open up a message and then link it back to the case. It would be nice to have the "Send Message from Case" option back.

Created 04 May 21:06

Messages

0 Shipped
15 Vote

Neos - Report Criteria from User Defined Directories

As far as I can tell, we don't have the ability to add user defined fields as report criteria. This restricts the flexibility and customizability of reporting. The point of adding a user-defined field or directory to the database at all is so it c...

Created 09 Jul 16:19

General

0 Shipped