Setting up a PDF template in Neos we currently are unable to select multiple parties from the same case to populate the fields within the template as we were able to do in Needles 4 and Needles 5. It is believed that the functionality extends to o...
The value tab currently will not allow for posting of values less than $1.00; however, firms will need to be able to capture all costs no matter how small.
Add document or link to documents to calendar appt
In Outlook we used to add a link to the documents in SharePoint so that the attorneys could access documents while at appointments more efficiently. It would be great if we could add a quick link to a doc or include a link to the doc in the calend...
Opening a new note should default you into the topic field
If I remember correctly, in Needles 4, when you enter a new Note, you could start typing in the Note Topic field immediately. In Needles 5, you are forced to either click in the field or press the Down key and Tab multiple times. If I am rememberi...
NEOS - All Subscriptions button in reporting window.
Currently there are the following buttons: All, All Favorites, and All Report Templates; however, there is no easy way for a client to see all of the reports they are currently subscribed to.
Ability to Modify Calendar Appointments Scheduled by Inactive Staff Member
Currently we schedule SOLs, Deadlines, and Court Hearings/Trials on the calendar, however we are calendaring things 1-2 yrs out. If that deadline or court hearing changes and the person that scheduled it no longer works here, we are unable to modi...
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