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Ideas & Enhancements
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Needles 5.0

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Mass Update Primary Staff

Would like the ability to update the primary staff in bulk. Not able to do so right now.
Guest over 1 year ago in  2

Different Boxes In Negotiation Tab For The Same Provider But Different Policy Type

Having separate boxes for each policy type or adjuster regardless of the Provider would help organize the negotiation tab. Users want to be able to Organize this tab by policy type instead of lumping all Policy Types under one Provider.
Guest almost 2 years ago in  1

Track Time automatically

Ability to have a timer start automatically when you open a case, and prompt to stop and save when you close a case.
Guest about 3 years ago in  2

make field labels easier to read with a different color than the content of the field

and, permit various colors such as a red label is a mandatory field
Guest over 1 year ago in  0

permit sending messages to an outside email

such as keeping client and/or cocounsel informed w/o having to compose a separate email after sending the message; do it once, not twice
Guest over 1 year ago in  0

permit email address groups; we can do this for messages, why not emails ?

such as: all opposing counsel; judge and opposing counsel and clerk; all clients; staff and cocounsel; these are just some of the normal groups we email every day; why should we have to manually recreate this wheel all day long ?
Guest over 1 year ago in  0

make Neos message pop ups appear over all applications and stay longer than a mere few seconds

I miss Neos messages all day if I spend 80% of my time in other applications, word, email, the web, adobe, etc... and devoting even part of one of my screens in dormant fashion just so I can try to catch the Neos message pop up is a huge waste of ...
Guest over 1 year ago in  0

User would like to be able to change the default email in the online accounts in a provider card

Currently in Neos, the email address in an online account that is added to a Party/Provider is marked as the default. There should be a function to make any email address online account a default like there is for address.
Guest over 2 years ago in  0

Bulk input or import from spreadsheet of time entries for multiple cases

Some of our timekeepers use other systems (excel, separate word document, or even hand written notes) to track time. Staff is then used to make the formal time entries into the Neos system. Inputting these entries one at a time is very laborious a...
Guest 8 months ago in  0

Dashboards - Should Pull Any Staff & Have Date Filters Auto Updates

Firm would like ability to pull any staff instead of only primary staff, and would like date filters to auto update (daily, weekly, monthly, quarterly)
Guest almost 4 years ago in Integrations 1