Ideas & Enhancements

18 Vote

Cloud - Outlook Contacts Sync

In Needles 4 there was a functionality to sync your providers and parties from Needles into your outlook contacts. It would be nice for that feature to make a return.

Created 19 Jun 15:13

Integrations

0 Future consideration
22 Vote

Add Ability to Customize Background of Needles

Would like the ability to customize the background color of Needles so it is not white

Created 19 Jun 15:40

General

3
5 Vote

Add Category filter field in the Browse Documents Section

Currently there is no option to specifically filter by Category in the Browse Documents section of Neos as a whole. To clarify, there is the documents tab on any individual case wherein categories can be filtered by and there is the Browse Documen...

Created 30 Aug 17:52

1
9 Vote

Link Companion Cases in Browse Case Screen

It would be helpful to link case names to each other in the "case browse" screen using an icon notating a particular case is connected to another case. (example, like in case documents relating to documents) I feel this would be helpful because so...

Created 02 Sep 15:59

0
8 Vote

Mass Update from Advanced Search

People with the mass update permissions need the ability to run an Advanced Search and with the results be able to update any fields that they might have to change. An example would be searching for a phone number that could be listed on hundreds ...

Created 01 Dec 21:09

1
16 Vote

Neos - Notes - Add ability to Filter Note Topic Drop Down

Firm has many Note Topics. Firm would like ability to filter/search Note Topic Drop Down when Adding a Note and when using the Filter option on the Notes tab to search for notes

Created 03 Dec 17:08

General

1
13 Vote

Ability to Send Envelope of Multiple Documents to DocuSign

Currently there is only a method of sending documents one by one to DocuSign with the integration. It would save time and money if there was a way for multiple documents to be sent together as an envelope from the Case Documents tab.

Created 16 Aug 14:45

0
1 Vote

Make Billable Button in Quickbooks Be Automatically Checked

Request to be able to push items as billable through the integrator.

Created 23 Aug 16:01

0
1 Vote

Allow more customization of the address book in list view

Being able to add or remove columns in a similar manner to documents tab etc. would be a useful customization for viewing contacts.

Created 23 Aug 15:32

0
3 Vote

Dark mode

please make your website compatible with dark mode. much of it cannot be read with the black writing on a black back ground and the cases will not go black at all which defeats the purpose

Created 21 Feb 16:38

1