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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 about 3 years 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 about 3 years ago in General 0

Default E-Mail

You should be allowed to choose a default e-mail address or move them around to change the default similarly to how you can with the phone number. It's common for clients to have multiple e-mail addresses.
Guest about 3 years ago in General 0

Litigation Identifier

It would be nice to be able to mark a file as in "litigation" manually instead of only being able to do so with an auxiliary checklist. In Needles 4 you could change the banner from red to blue manually, but you can't seem to do that with NEOS.
Guest about 3 years ago in General 0

Neos - Ability to log out other users

Add ability to log other users out of the system if they accidentally stay logged in after hours or when updates are made
Guest about 3 years ago in General 0

provider cards

When entering information on a provider card, specifically emails, it currently only allows fields in "type" that are created in the mini directory under "online accounts". It would be nice to have it sent up the way phone numbers and address are;...
Guest about 3 years ago in General 0

Shorten Word Add- In Bookmarks

Not sure why Neos created bookmarks that can eat up several lines of a Word document, but it looks sloppy, and generally creates formatting issues with the Word template being created. These then have to worked out after generating the template in...
Guest about 3 years ago in General 0

Create a Bookmark for Pronouns

Pronouns should not require a two line if than statement in Word to be used. Create bookmark(s) for them. Call Trial Works, they use "spronoun" and "ppronoun" as bookmarks for pronouns. Surprised they aren't already bookmarks.
Guest about 3 years ago in General 0

Allow Option to Add Case Contacts to Calendaring Function

Would be nice to be able invite case "provider" contacts in the calendaring function in Neos. Currently you can only do this through Outlook, so why would you use anything other than Outlook to calendar?
Guest about 3 years ago in General 0

Add a check box to the case header to indicate if client has health insurance.

would be helpful to see at a glance if the client has health insurance - for purposes of settlement, negotiations, closing, etc. Especially if files get moved around, it's an important flag and should be easier to see than having to dig into the v...
Guest about 3 years ago in General 0