Ideas & Enhancements
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Add options to insert DocuSign fields for "Text Boxes" "Radial buttons" and "Attachments"

This is helpful for templates that need additional data or information from the "signer" when receiving a Docusign template from the firm. Currently only have the ability to add initials, signature and date signed.
Guest almost 2 years ago in  0

Add Ability to Search Calendar

Customers would like to be able to search the name of the event or a name and see all events with that keyword
Guest almost 5 years ago in General / Search 1

Custom sorting reports & Value tab entries

Our firm handles personal injury case. We have a heavy medical records data entry. Certain reports we use (ex: Summary of Medical) you can sort by entryID, to - from; however, it will not allow us to sort in chronological order of treatment. The r...
Guest about 3 years ago in General 1

Neos: Add friendly warning/error when attempting to email a document that is too large for email

Add friendly warning/error when attempting to email a document that is too large for email or too large to be recommended for email, such as 15MB+
Guest about 3 years ago in General 0

Notifications when a todo item is assigned or completed

It would be useful to be notified when a todo item is assigned to me or when it is completed.
Guest about 1 year ago in  0

Solved - Allow Bulk Action to Change Document Type

This function is available in the Edit page of Bulk actions. We have hundreds of documents that have the incorrect Type as a result of the file migration from TW. Currently, I have to open each one, and re-select the Type. Can you allow to check-s...
Guest about 1 year ago in  0

Add ability to sort by multiple columns at once in checklist

We would like the ability to sort by multiple columns at once in the checklist - for instance, sort by Assigned and then a secondary sort for Due Date. The filters are great, but sometimes you need to see the entirety of what is due for everyone i...
Guest about 1 year ago in  0

See totals & Payee names in bulk action "add transaction" screen

When requesting checks in desktop versions of Needles, you would be able to see the total amount you were requesting. Having a total at the bottom of the list for the bulk "add transaction" screen would be very helpful. Also, being able to see the...
Guest almost 2 years ago in  0

Neos: Please make default fields removable and such as "more info" on the case tab.

Some users have suggested that we make default fields removable and have options what to do with standard fields.
Guest over 2 years ago in  2

Report Categories

I'd like the ability to deactivate report libaries that our firm doesn't use or need. There are some report libraries that are empty "History" "Clean Up" that have nothing in them at all. It would be better to only let my staff see the reports tha...
Guest 8 months ago in  0