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Ideas & Enhancements
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Needles 5.0

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Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.
Guest about 1 month ago in  3

Search option opening open cases first!

It would be nice if when searching through Neos if open cases were the first thing to pop up instead of intakes/closed cases!
Guest 3 months ago in  0

Email from case, add assigned staff to list of emails, allow CC and BCC.

Email from case, add assigned staff to list of emails, allow CC and BCC.
Guest 5 months ago in  2

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
Guest about 1 year ago in  8

Be able to use the "tab" key to move from to, to cc, etc.

No description provided
Guest about 1 month ago in  0

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.
Guest almost 2 years ago in Companion Cases 23

Intake Pro Individual Seat Pricing

There are only two people in my office that would benefit from Intake Pro. I think it should be sold by seat, not require the entire office to upgrade.
Guest 28 days ago in  0

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.
Guest 2 months ago in  3

Notification to the Attorney on a case, via the Notifications Bell, when any new offer is entered on the Negotiation Tab.

No description provided
Guest 5 months ago in  2

Add a form to set permissions by individuals VS groups.

Would love if there was a feature added to where some of our leads can view staff members messages BUT limits viewing attorneys or management messages.
Guest 20 days ago in  0