Ideas & Enhancements
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Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.
Guest over 3 years ago in  0 Planning to Implement

Export Intakes As PDFs

It has been requested that case data and intake data have the option to export as PDFs, like what can be done with Neos reports.
Guest about 2 years ago in  3

Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case

Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...
Guest over 2 years ago in  0

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Guest almost 3 years ago in  9

Printing all value tab entries again instead of 50 items at a time

We used to be able to be in a value tab, go to actions and hit print and the entire list would print. Now it only prints 50 items. For cases that are years old, there are way more than 50 items. Why would that be taken away? It just creates more w...
Guest 4 months ago in  0

Put 'Add' button near back button on Value Tab

With the change of the 'back' button on the value tab to the left hand side of the screen, you now have to move your mouse to the right of the screen to click 'Add' a new Value item, whereas before the 'back' button was on the right hand side so y...
Guest over 1 year ago in  0

Email Signature with same options as on outlook

The email signature on needles is very rudimentary. I cannot adjust spacing between lines. I cannot add our logo in jpeg format (or any other format). Basically, the email signature on neos should match my signature on outlook, but this does not s...
Guest about 2 years ago in  0

Add Subject to Messages

We would like to see a subject option for text messages just like there is for notes
Guest 7 months ago in  0

Make it easier to track credit card paid case expenses for bookkeepers/accountants

There is no easy way to mark a case expense paid via a firm credit card for tracking in Quickbooks and takes quite a bit of a work around in both NEOS and Quickbooks
Guest about 1 year ago in  0

add ability for value totals to appear in merge letters like needles used to

While recoding our microsoft word and pdf letters, we no longer have the ability to insert a total value of all items with a specific code. We used to be able to do this in needles. We've even reached out to a trainer and was told that isn't an op...
Guest over 1 year ago in  0