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Ideas & Enhancements
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Needles 5.0

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Widget for linking documents found on DOCS Tab to any other location in NEOS.

A widget that links any document on the Documents Tab to any other Tab in Neos. For example, the widget creates a link with the Witness Tab to the witness's deposition. Link name is by default the file name. Link is underlined blue or some color t...
Guest almost 2 years ago in  2

Type name of companion group to add.

It would be time saving if you could type the name of the companion group to add instead of having to scroll through the long list of companion groups.
Guest 8 months ago in  0

Neos: Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day

Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day EX: You save a report with a filter for the past month and it specifically defines a start/end day 30 days to current day. It w...
Guest almost 3 years ago in General 0

Add Date to Value List

It would be helpful if you could see the entry date without opening each and every entry. In needles, you could see and sort the list by date. When you have several settlements in each case, it is helpful to see the input date of the entry.
Guest 4 months ago in  0

Option to Choose if Time Entries Appear in Value tab.

Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...
Guest 8 months ago in  1

Option to Choose if Time Entries Appear in Value tab.

Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...
Guest 8 months ago in  0

Change Permissions to Closed Files

Once a file is marked closed, the user should be allowed to view information but not modify information for a closed file. This would allow us to prevent folders being created in CaseFiles for files we have to archive to another location for data ...
Guest 12 months ago in  0

Case Date Layout

Would like to be able to modify the lay out for case dates. Currently you can't even control what dates show up in what column. It would be great to group relevant case dates under specific columns
Guest over 1 year ago in  0

When changing the staff assigned on case screen, would like the checklist items that are open to update to the new assigned staff.

Would not have to go to the checklist and change initials for the new assigned staff for that position.
Guest almost 2 years ago in Checklist 0

Modify text in Records box (bold, italic, font size)

Being able to bold, underline, etc. would save a lot of time during document generation so that the text could already pull in the correct format.
Guest over 1 year ago in  0