Ideas & Enhancements
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NEOS: Add "Assigned By" field to Calendar and add support for changing the Organizer of a Meeting

Needles Neos does not currently support changing the organizer of a calendar item. Please add a "Assigned By" field to calendar, so that a firm can change the organizer of a calendar entry. The feature should also support doing this on the Outlook...
Guest over 3 years ago in General 1

Cloud: Sub folder creation in cloud docs

Cloud: Sub folder creation in cloud docs. The firm wants to be able to create folders in cloud docs and then put files in it so its neatly rather than locating it throughout the list. They had the same concept in Needles 5 and wanted the same func...
Guest about 4 years ago in General 0

Search Criteria

Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases. Std search offers no filters (Unable to get a filter windo...
Guest about 5 years ago in General / Search 1

Dashboard: Future Date Range

It would be great if the dashboards could look at a future date range. For example 3 months out, 30 days out. This is a great way to help filter cases that need to go into suit, upcoming trials, etc.
Guest about 3 years ago in General 0 In Development

NEOS - "Group By" option in other list tabs

There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.
Guest over 3 years ago in General 0 Planning to Implement

Neos/Needles 5 - Allow additional genders to be added to the Gender select in the party tab

Currently the genders tab only allows for three genders to be used, Male, Female, and unknown. Due to the evolving needs of our users and their clients, an adjustment is needed to this to allow for the inclusion of additional genders, either as a ...
Guest about 3 years ago in General 0

Neos - Open Audio files in SharePoint, not direct link

Currently inside of Neos, whenever you try accessing an audio file of type WAV, the file will be brought up with a direct link to the sharepoint file, IE: https://[domain].sharepoint.com/[folders]/[filename].wav This is extremely unfavorable for a...
Guest about 3 years ago in General 0

Copying case dates to companion cases

The program should have the ability to copy over case dates from one companion case to the other. Same feature that is available through bulk actions for documents, insurance tab, counsel tab, etc.
Guest about 3 years ago in General 0

Mailing list option of general and unselected is no longer available.

If mail was returned and the address was no longer valid for the individual, the option to unselect that address from any mailing list was available until an updated address could be input. without this option, we will end up wasting a lot of mone...
Guest about 3 years ago in General 1

Quick-Fill Scrolling

When you have too many quick-fill options to fit in the normal box, you have to scroll the entire little pop-up box to be able to see the rest of your options. This took me a while to figure out and is a little clunky. I am not sure the solution t...
Guest about 3 years ago in General 0