There are often repeat payees for case expenses (like the state efiling system, or Lyft/Uber) that must be entered individually, making the value tab very long and cluttered on long litigated matters. Would be good if the system consolidated the v...
When scheduling, a conflict box should come up if there is a conflict present
In Needles 4, you would get a warning box if there was a conflict and you could choose to ignore it or deal with it. However, this version does not do that.
More "Bulk Action" options in Case Docs (Party and Tags)
Currently, "Bulk Action" in Case Docs only lets you change the date, category, type, and staff created. You should be able to bulk change any document detail, not just those 4 (which seem to be somewhat random). Specifically, I need to be able to ...
Ability to Add Provider Address With Just Business Name
When entering an adjuster, for instance, it would be beneficial to be able to just add the insurance company (no mailing address) that they work for to enable a quick look. Old Needles allowed this, Neos requires an actual address to be entered be...
Currently, the notifications center retains all notifications for up to 15 days. We would like the ability to clear notifications. As the system currently is, the new gets mixed up with the old.
Make Calls Logs Sync Instantly (otherwise ring central is pointless) also an automatic message note which shows up and voice mail storage
It takes 2 hours for ring central call log to sync with NEO instead of instantly. For those of us who handle alot of PI calls this defeats the entire purpose because by time the calls syncs we dont remember who called or what the call is a back. A...
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