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No limit to characters typed into a checklist item
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...
Created 14 Oct 04:34pm
Capitalized merge templates should capitalize target merge fields in Neos.
Currently Neos does not support capitalized merge templates, like what is shown here: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]]The template must be lower case to work properly. Functionality is being requested that capitalizing te...
Created 4 Jun 02:40pm
Ability to monitor staff productivity/activeness within Needles
Adding a tab under the staff profile that shows their productivity for the day. This would be not be based off being logged in or logged out but more on if the cursor is active/clicking, how many notes were made for that day, how many documents w...
Created 20 Jan 05:07pm
Ability to right click on message to "mark as read" or delete it
Would be nice to be able to right click on the message in the NEOS inbox to mark it as read or delete. . . should be a simply function to add.
Created 2 Feb 04:26pm
Quick Access Fields
Allow for the pinning of fields from the case to allow for quick access. e.g., claim no, attorney, case, number etc. Allow users to choose fields.
Created 27 May 04:53pm
More Details on Calendar Item
It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.
Created 16 Jun 06:10pm
SMS on Neos
It would be really helpful if when messaging a client from Neos the responses would go back into Neos instead of going into Outlook.
Created 2 Mar 04:50pm
Neos - Automatic Tagging for Newly Generated Emails
The functionality to have the newly generated emails be automatically tagged to the case in which it originated.Similar to ideas 700 and 710.
Created 22 Feb 08:43pm
Checklist Issues on New Update
The Checklist update does not allow you to see all the notes you put in it. It would be helpful to have a section in the details to put notes instead of changing the task name. After deleting or completing a task, you must click off the page to ha...
Created 29 Dec 03:02pm
Ability for new note entry to have the option to open in a new window (so historic case data or notes can still be visible)
No description provided
Created 25 May 08:33pm