Ideas & Enhancements
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Global Layout Settings (firm defaults)

It would be VERY helpful to have an option in the settings to configure the "global/default layout settings" for all users in our firm. I'm talking about somewhere where we can choose the columns shown by default for each tab, the default column w...
Guest about 1 year ago in  0

Autopopulate New Provider Card Generated from Search

When searching for a provider prompts you to create a new provider card, it would be helpful if the data you already entered into the search populated into relevant fields in the provider card.
Guest about 1 year ago in  0

Add Auxiliary Checklist to Multiple Cases at Once

I'd like to add an Auxiliary Checklist to multiple cases at once from the Advanced Search or Reports screens. For example: I want to add an auxiliary checklist to perform tasks A, B, and C on every case of a certain Case Type with 'no' in a certai...
Guest about 1 year ago in  0

Show Colors on Document Types within the Document Type Settings menu

I think it would be beneficial to see the Colors on Document Types within the Document Type Settings menu so they can all be easily referenced against each other to see what colors have not been utilized easily.
Guest about 1 year ago in  0

Disable Call Notifications

Call Notifications clog up the Notifications on Neos and potentially block more important ones. Users should be able to disable these Notifications.
Guest about 1 year ago in  0

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

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

Change font for settlement memo

It's a shame that one cannot change the font of their settlement memo, under the Firm Preferences tab.
Guest about 1 year ago in  0

Middle Initials for Templates.

I need to be able to merge a party's "full name" as [First Name] [Middle Initial] [Last Name]. Needles had this ability (Party Full Name), but Neos apparently doesn't. Neos "Name Full Name" includes the full middle name. I don't want the full midd...
Guest about 1 year ago in  0

Fax Integration- Needles 5

Users are requesting a fax solution and integration with Needles 5.
Guest about 1 year ago in  0