Ideas & Enhancements
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Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order
Guest about 3 years ago in General 0 Already exists

Search Grid should have 'Role' Column Chooser Option

Firm would like 'Role' (party or Provider) as an option in the search grid
Guest over 4 years ago in General / Search 0

CSV import of time entries

We would like to be able to import time entries from a CSV file into NEOS to go to each matter.
Guest about 3 years ago in General 0

Allow Needles 5 to Auto-Save

Customer would like Needles 5 to have Auto Save capabilities
Guest over 4 years ago in General 0

Text responses automatically post to cases in Needles

Customer would like text responses from clients to automatically post back to Needles
Guest over 4 years ago in General 0

User would like to be able to deleted inactive items from mini directories

On tagging events she says that they still come up the inactive items. She would like to have the able to delete them from the system
Guest about 3 years ago in General 0

Mandatory Field Options

It would be great if we could mandate certain fields to be filled in. For data integrity and report purposes, we need certain fields to always be filled in on all case types and often f/u monthly to update these fields. If they were mandatory this...
Guest about 3 years ago in General 0

Report LIbrary Should be Collapsed by Default

The report library is overwhelming to some users and should be collapsed by default
Guest almost 5 years ago in General 1

In the 'Cases for Party' Option - Add Date of Incident

When clicking Cases for Party - it would be great if DOI was added to the list of cases
Guest about 3 years ago in General 1

When changing Case Type drop down in intake, don't erase all entered data

If you enter information on a new intake or change information such as addresses for a previous caller in the system, Neos often erases any entered data when the "case type" drop down is chosen or entered. Yes, it is best to get the case type befo...
Guest about 3 years ago in General 0