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Needles 5.0

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Ring Central integration fax feature

Currently with our integration, we still have to have Ring Central open along with the app in Neos because we cannot fax through Neos. It defeats the purpose of this integration if it cannot fully function as Ring Central.
Guest over 1 year ago in  0

Neos: add permission to block users from changing the "Case Name" field which then changes the SharePoint folder name

Please add a permission that lets us limit the ability to edit this field. The only permission available is to restrict editing ability to the entire "Case" tab which does not help because everyone needs to be able to edit fields on that tab. the ...
Guest 11 months ago in  0

Document Generation Layout

The layout of the prompts should be vertical instead of horizontal. It would be easier and more visually appealing to do so.
Guest over 1 year ago in  0

Add document or link to documents to calendar appt

In Outlook we used to add a link to the documents in SharePoint so that the attorneys could access documents while at appointments more efficiently. It would be great if we could add a quick link to a doc or include a link to the doc in the calend...
Guest over 3 years ago in General 1

NEOS: Checklist items without a ref (MAN) and no due date should be applied with OPEN status instead of BLANK

Currently, Checklist items without a ref (MAN) are set without a due date and with a blank status. Our firm's users tend to filter the checklist by open items which filters out the blank status that these items get added with. Our firm has some ch...
Guest almost 3 years ago in  1

Generate multiple medical requests at same time

Would like to be able to generate multiple medical requests at the same time.
Guest over 3 years ago in General 0

Report subscriptions bi-monthly or every other week.

It would be nice to be able to run reports on a bi-monthly or every other week on a certain day.
Guest 12 months ago in  0

Opening a new note should default you into the topic field

If I remember correctly, in Needles 4, when you enter a new Note, you could start typing in the Note Topic field immediately. In Needles 5, you are forced to either click in the field or press the Down key and Tab multiple times. If I am rememberi...
Guest over 4 years ago in General 0

Checklist sorting when marking items done

In Needles 4, when you save the change(s) to the status of a checklist item, the checklist window stays with the top of the list. In Needles 5, the checklist window scrolls to the item that was changed. If I mark a parent item Done, I want to make...
Guest over 4 years ago in Checklist 0

Ability to Bulk Edit Calendar Items, ie. Mark Done or Cancelled

Looking for a bulk action on the calendar for case. When a case is in litigation and it settles, it is VERY time consuming to go into each entry and mark cancelled. Also, when an event is cancelled, can it function like outlook where it says CANCE...
Guest almost 3 years ago in  0