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Ideas & Enhancements

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Neos. Value Column Chooser - ADD back the option to see staff created/modified and date created/modified

These columns were removed with the 9/27/23 update!
Guest 5 months ago in  11 Shipped

Increase # of Notes that can be toggled

Neos only loads up to 50 notes to toggle through at a time, when you reach 50 you have to close the Notes viewer and scroll through the Notes tab to find the next group of Notes to read. Neos should load all notes at once.
Guest over 1 year ago in  19 Shipped

A way to not lose track in Notes and Value tab

When reviewing either notes and/or value tab we would like the ability to fully open (not preview) a note or a value tab item and when we "x" out have that note highlighted so we don't lose our place. When reviewing 50+ items, it's hard to remembe...
Guest over 1 year ago in  10 Shipped
112 VOTE

One Step Emailing from Needles

When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously ...
Guest about 3 years ago in Notes 29 Shipped
103 VOTE

Home page of neos should allow user to adjust what they see when logging in

For me personally, the checklist is one of the main things I use. The entire top half of my screen in Neos just says Good afternoon in huge letters, wasting a ton of space. The other half shows appointments, but I personally don't have a need for ...
Guest about 3 years ago in General 12 Shipped

More Separation in Case Header

Firms would find it easier to parse the case header if there were something separating the field and the data populating it, such as a colon, or setting the field in bold. They would also find it preferable if the case header could stay fully open...
Guest 12 months ago in  7 Shipped
117 VOTE

Neos: Scan document directly to case

Having functionality to scan document from scanner directly to a case instead of scanning and saving to local computer first.
Guest over 3 years ago in  9 Shipped

Neos: ability to open and edit PDFs directly from Neos and save them directly to Neos

Edit PDFs Currently in Neos, when opening PDFs you have the ability to open them using Adobe Acrobat DC, however once the PDF is edited it will not auto-save directly to Neos the same way Word docs do. This is an inconvenience to have to save the ...
Guest about 3 years ago in Document Management 10 Shipped

Comment/Note on Checklist Items

In "details" of a checklist item there should be a text box (labeled "comments" or "notes") where people can add details, updates, notes, etc. about a checklist item. Currently, my firm adds this info to the task name, but that leads to long, run ...
Guest almost 3 years ago in Checklist 11 Shipped

Allow Column adjustment that does not reset with every use or every client

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 ...
Guest about 3 years ago in General 10 Shipped