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Viewing multiple calendars should load as tabs so that you can quickly remove the calendar

Viewing multiple calendars should load as tabs so that you can quickly remove the calendar. Similar to how Outlook has calendars, you can view 4 or 5 calendars at once and then click the "X" button to close that calendar. This would be much easier...
Guest almost 3 years ago in General 0

NEOS - Differentiating items from an aux checklist

The ability to tell the difference between the items on a checklist that were added from an auxiliary checklist. Possibly by a column or color coding?
Guest over 1 year ago in Checklist 0

User would like the case info to show all provider associates in other tabs like counsel and insurance

When going in to outlook and using the neos outlook addin in case Info. User wants to see all the provider cases they are associated with like if they are in the insurance or counsel tab.
Guest over 1 year ago in General 0

Neos- Add multiple tasks to 1 Time entry

Currently in Neos you can only add 1 task code per time entry which is not convenient for us because at least 2 tasks are needed each time. Would help if you can multi-select task codes in 1 Time entry.
Guest over 1 year ago in General 0

Allow Only Open Calendar Items to show on Needles Today Calendar

When you add a new calendar entry on a date when there was a settled, cancelled, or otherwise inactive entry, a conflict check pops up. It would be helpful if this feature could be bypassed for inactive calendar entries.
Guest almost 3 years ago in General 0

Outlook add-in sort or search topic/type/category

For auxiliary checklists the ability to reference a LIM date for a checklist item would be useful because Statutes can be different per case type and different depending on what state the incident occurred. Auxiliary checklists are not tied to a s...
Guest over 1 year ago in Checklist 0

Voice Commands

firms would like to have a voice recognition like in previous needles versions, they are specifically asking for Cortana or other options as well. Cortana just aligns with this firm as they are using Outlook from O365
Guest over 1 year ago in Integration 0

Neos Reports - Need Page Numbers in Footer

For all the reports, a footer should include page numbers that are Page X of Y
Guest over 1 year ago in General 0

Neos - Current formatting of reports need minimum margins expanded

The current formatting of Neos Reports has margins that are est. .3 which is too small for most printers. A minimum margin should be set of .5
Guest over 1 year ago in General 0

Neos - Case Specific Document Categories

Would like the ability to create document categories specifically for different cases as some of the categories would only pertain to those cases. i.e.
Guest over 1 year ago in General 0