Ideas & Enhancements

14 Vote

Group Permissions

It would be nice to have the Enable option to work horizontally. An example would be when you are in a section that every other Permission needs to be toggled to enable you could do that horizontally first and then vertically to stop the ability t...

Created 25 Aug 20:05

0
17 Vote

Email Signature with same options as on outlook

The email signature on needles is very rudimentary. I cannot adjust spacing between lines. I cannot add our logo in jpeg format (or any other format). Basically, the email signature on neos should match my signature on outlook, but this does not s...

Created 28 Feb 18:54

0
5 Vote

Allow bulk updating in advanced search to blank

We sometimes have the need to remove a staff member from multiple cases on the case tab but we do not want to replace them with someone else. We just need for it to be blank. It would be beneficial to be able to bulk update those staff assignments...

Created 02 Feb 21:09

0
1 Vote

Add scaling options for Neos when accessing from a mobile browser

Add the ability to scale data loaded on screen or automatically scale the data so mobile keyboards do not block the field that users attempt to type into.

Created 24 Sep 19:37

0
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
16 Vote

Negotiations Tab New entry should have the Insurer at the top of the screen to select easily instead of being further down on the page;

The Adjuster does not populate until the Insurer is selected; You should not have to go looking for the Insurer lower down the screen

Created 18 Apr 21:55

0
13 Vote

Ability to use PDF Editor of Choice

PDFs have become a huge part of law firm workflow. Not just reading and printing, but editing them (i.e. bates numbering, redacting, etc.). There are many other PDFs editors on the market beyond Acrobat, and since Neos forces us to use Sharepoint ...

Created 11 Oct 16:45

1
24 Vote

Add date/time for when a Note is emailed out of Needles

We want to be able to see when the note was emailed out of needles. As of now there is no way to confirm that a note was emailed out on a certain day at a certain time. We would like to be able to see that a note was emailed because using the day ...

Created 22 Dec 14:26

7
4 Vote

Flag Activity Feed

The addition, change, or deletion of the flag should be shown in the activity feed.

Created 28 Mar 20:27

0
1 Vote

Advanced Search - Our date fields are not formatted the same which does not allow proper column sorting in an advanced search

date format for any date field should be mm/dd/yyyy. In advanced search results, I am seeing them in this format, as well as with times, and in strange other formatting. Make them consistent.

Created 23 Sep 15:59

0