Ideas & Enhancements

21 Vote

Notification Sound

Play a notification sound when a new message is received. In Needles 4 when a new message was received you would hear " You have a new message". I never thought I would miss hearing that...but I do.

Created 26 Mar 12:33

Messages

1
25 Vote

When scheduling, a conflict box should come up if there is a conflict present

In Needles 4, you would get a warning box if there was a conflict and you could choose to ignore it or deal with it. However, this version does not do that.

Created 14 Jul 18:08

General

1
10 Vote

Search results show if there is an open case associated with the name.

Would be really helpful if you could see if there is an open case associated with a name directly from search results without having to select each name. Especially for common names.

Created 23 Feb 17:07

0
1 Vote

create the ability to add a 'tag' to notes, just like we can with documents for all the same reasons

adding a tag to a document is a great feature but is not available in notes; this feature would be equally beneficial in notes to allow the ability to sort/find on a second level w/o changing the topic or crudely having to include a "key phrase" i...

Created 20 Sep 18:54

0
1 Vote

companion checklist updates

On the master checklist, would like to be able to select certain codes that update the matching code in all companion files at the same time.

Created 20 Sep 18:07

0
1 Vote

Incorporate attorney time into notes tab

I would like to see a column in the notes tab to enter time instead of having to enter the note in the value tab and then again in the notes tab. It should also display on top (and preferably also on main case page) how much time & total attor...

Created 20 Sep 16:42

0
14 Vote

PDF Editor - OCR'ing and ability to edit text in scanned documents

Right now with the PDF Editor it looks like scanned documents are not being OCR'ed. We would like to be able to search and edit text in these documents.

Created 10 Jun 13:08

3
8 Vote

Cannot open in Outlook without entering a recipient.

After 6/29 update, Neos requires a recipient to be entered into the field for the user to open the email in Outlook. This was not the case prior to today. This is considered worse because of the stored emails. Outlook has more stored emails than w...

Created 29 Jun 20:41

2
4 Vote

Neos: Ability to save international phone numbers

We have clients that have phone numbers outside of the United States. It would be beneficial to be able to save international numbers, as well as WhatsApp numbers.

Created 11 Mar 16:52

0
23 Vote

Click into case from Neos Message

Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...

Created 05 Nov 12:35

General

0