Ideas & Enhancements

Neos should search automatically for the incoming email address when posting to Neos so that it brings up a client's case automatically without extra searching.

For instance, the column that lists telephone numbers is not wide enough to show the entire number (although the extension column is wider than the original). Every single time I have to look up a number, the column width has to be widened to see ...

There should be no character limit when making notes in your checklist description field. This causes multiple checklist items of the same to be set, when all the information cold be in one checklist item. For example, when requesting records from...

Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.

This would be extremely helpful when a case settles and we have to add a break down of the settlement funds, for example.

It would be useful to have an option to make a duplicate intake with a different party detail for companion cases. Frequently the companions need the same synopsis, insurance information, marketing, etc. Currently individual intakes must be create...

In messages: you can edit and choose which columns you would like to see - ex: To/From/Messages/Date sent. There should be a way to save your set of columns. Right now it reverts back to preset ones every time you log out or refresh.

It takes one mouse click to open a companion case, but takes two mouse clicks to open a case from the checklist, etc. These shoud be consistently one or two clicks throughout the system so the users can rely on muscle memory to get things done.

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...

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...