Mr. Keener from the Keener Law Firm wants to suggest that we integrate some BI software with Neos because he likes to generate charts and graphs. Also, he was suggesting if Neos would be able to in the future be able to generate charts and graphs....
Needles Add-in Search for Providers will list open cases for providers
Pre-Populated List: I wish that when you were posting an email to an adjustor or opposing counsel that it would generate a list of all open cases that the provider is linked to in order to select from that. Or even a list of recently opened Needle...
Presently, when you are using the Word Add Into tag templates, and search by tag name, label or tab, it isn't very user friendly or smart. When you search "Full name" for example, you get options for AKA full name, default full address, Employer B...
I have multiple check requests for the same provider that I would like to be able to have them print onto one check instead of 100 checks. I used to be able to do that in Needles 4.8.2.
Whenever emailing a case document from Neos, it would be a neat feature if the recipient would also receive a link/button they could click that would automatically open the case.
So whenever someone emails me a document from a case, I then go to Neos and search the case. It would be a really neat feature if there was a button or link that came with the email that would automatically open the case in Neos without having to ...
Neos- Ability to have Trial Organization and Trial Presentation Functions
Neos should add the ability for Trial Presentation and Organization. This would allow the users to organize timelines of facts, allow links to exhibits/documents/transcripts/ etc.
The quickbooks integration currently lists EVERY account in the company file. We should be able to select the "user-facing" accounts, for privacy and security purposes.
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