Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2676 of 2676

Use Keystrokes instead of a mouse

Needles 5.0, I like to use keystrokes instead of a mouse. It seems like everything is mouse driven. Say when I delete a checklist item, I mouse over to delete And then a box pops up asking me if I really want to delete it. That is fine, but I shou...
Guest over 2 years ago in  0

Cloud: The search function should be able to ignore "The" in a provider name.

(Michael Melonakos - mike@scinjuryattorney.com) Many law firms and providers' names start with "The" - for example, my law firm is The Melonakos Law Firm, LLC. . . so if I go to search for my law firm to add to value tab, and I type in Melonakos ....
Guest almost 4 years ago in General / Search 0

User would like to be able to tag documents or attachments from a calendar in to the case calendar

User would like to be able to open outlook calendar and open and be able to tag an event with attachments such as pdfs
Guest about 3 years ago in General 0

Have the DocuSign send notifications to user's when a document is sent back

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docum...
Guest about 3 years ago in Integrations 0

Integrate with Ring Central

Would be great if Neos would seamlessly integrate with Ring Central and allow users to select Ring Central as the phone app.
Guest over 2 years ago in  0

Dictation available in Notes

having the option to dictate in Notes would be helpful
Guest over 2 years ago in  2

Cloud - Set Default Search

Would like to be able to set what the search defaults to. All is the most useful and it would be nice if it defaulted to that.
Guest almost 4 years ago in General / Search 0

The dropdown menus are too small and don't show the entire name. The dropdown column should be as wide as the widest line.

See photo
Guest about 3 years ago in General 0

Other Permissions tab Labeling needed.

Under the Permission Group or individual user Permissions it would be nice to have a label that indicates what the top drop downs are. Maybe even giving it a little info “star” that describes what it is used for.
Guest over 1 year ago in  1

Gender Selection in Party Tab

Can we just eliminate this altogether? In this day and age, it's probably best to address client letters without a prefix at all. "Dear John Smith" or "Dear Mary Smith" is really all you need. If the prefix isn't selected in the name details on th...
Guest 10 months ago in  0