Ideas & Enhancements
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Needles 5.0

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Refresh take you back to original screen

Currnetly when we add an email as note or add a document and then want to see thta within Neos, we click on the semi-circle refresh button with the arrow. After we do that, Neos take you back to the Case summary section and then you have to click ...
Guest over 1 year ago in  0

Neos - Add Totals to Reports

Add totals to Case Listings reports - user should not have to export to see totals
Guest almost 4 years ago in General 4

Batch tagging for emails

Able to tag emails en masse for one case; often get several emails in one day for one case during mediation/settlement negotiations/trial prep especially when multiple defendants
Guest about 1 year ago in  1

Outlook Add-In: Allow Email Tagging from Mailboxes Other Than the "Default"

Users currently have to move emails from other mailboxes into their "Default" mailbox to tag them.
Guest over 3 years ago in Integrations 0

Cloud - List Provider Usage Lacking Information and Functionality

When you run a "List Provider Usage" report, it should show the name of the 1st party in the case as well as be a quick link to open that case. REF Incident #81776
Guest almost 4 years ago in General 2

Mailing Label Report - Allow for choosing layout of labels

Need to be able to choose the layout of the mailing labels when exported to PDF Legacy - preferably would like to be able to choose to have 2 columns of labels instead of 3
Guest about 1 year ago in  0

Capitalized merge templates should capitalize target merge fields in Neos.

Currently Neos does not support capitalized merge templates, like what is shown here: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]] The template must be lower case to work properly. Functionality is being requested that capitalizing t...
Guest almost 3 years ago in  2

ARCHIVE CASE (THERE IS NO BUTTON TO DO THIS)

Archive Cae (There is no button to do this)
Guest 7 months ago in  0

Change case folder tab name to case name

The case folder tab name should have the option to display the case name for when multiple cases have the same first party to avoid confusion (tabs next to the dashboards icon)
Guest 7 months ago in  0

Add a settlement scenario feature to test different values for settlement memos

Adding this would allow firms to plug in different numbers into the value tab to see how the settlement memos would turn out without the fear of forgetting to change the numbers back.
Guest almost 3 years ago in  0