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Neos: Add more preset options to date filter such as current calendar month

Add more preset options to date filter such as current calendar month Past month is actually the past 30 days. Would like a current month option that no matter what day of the month it is, it sets to the first and last day of the current calendar ...
Guest over 1 year ago in General 0

Neos: Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day

Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day EX: You save a report with a filter for the past month and it specifically defines a start/end day 30 days to current day. It w...
Guest over 1 year ago in General 0

Needles 5 Word Addin Additions

Currently inside of the Needles 5 MS Word add-in, you are able to post the file to the case; however, there is no way for a user to be able to choose a category or any additional information for this document to come over with. It would be best to...
Guest over 1 year ago in General 0

User would like to be able to mass update the class type in the case tab

Currently the user has to go through and make a list and manually go through each case and change the class type. she would like to be able to change the class type to litigation for multiple cases
Guest over 1 year ago in General 0

Neos - Service Dates - Autofill the Second Date

When selecting the first service date, if the second date could default autofill with the same date as the first this could streamline the process of adding new value items to the value tab. User would like this set up this way and make changes to...
Guest over 1 year ago in General 1

Neos - Streamline Adding a Provider in Value Tab

Currently it takes several clicks to add one provider.Typing the name, selecting the search, then selecting the provider to attach to the item.Could this be streamlined for efficiency?
Guest over 1 year ago in General 1

user would like the able to edit/ resize columns in report layout and save it

Currently in neos if a user resizes a few columns and clicks in to a case. When they go back to report details the layout reverts they changes they made. Along with if they drag columns to the top.
Guest over 1 year ago in General 0

Sort by Name in the Advance Search Feature

You can sort by most columns, but can't sort by name. If you're looking for a particular party you have to export the report, which wastes time.
Guest over 1 year ago in General 0

Reassign Date

Reassign Date needs to be a filter/criteria option in Advanced Search
Guest over 1 year ago in General 0

Share Cloud Documents like Dropbox

We would like the functionality to share cloud documents more like Dropbox. In dropbox I can create a folder and add whatever documents, images, videos, etc I want to share, then share/copy a link to the folder with other people. In Neos, I can Em...
Guest over 1 year ago in General 0