Ideas & Enhancements
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Neos - allow the order of the parties to be changed after selecting a case to tag a message to

It's possible this behavior is evident in other areas, but is right now most noticeable when sending a message and using the case search. After clicking on the case, it opens a party selector and defaults to the first party added to the case. In s...
Guest about 3 years ago in General 0

Neos: Add more rows for text in case intake

#89923: Currently, you must type all text in one row, which is very tedious and inconvenient. Adding more rows would make the intake notes much easier to type and read.
Guest almost 4 years ago in General 0

Allow Only Open Calendar Items to show on Needles Today Calendar

When you add a new calendar entry on a date when there was a settled, cancelled, or otherwise inactive entry, a conflict check pops up. It would be helpful if this feature could be bypassed for inactive calendar entries.
Guest over 4 years ago in General 1

separate permission to remove/delete the special flag note on a case

It appears to be the same as the general notes. Some staff should be able to delete/remove the special note but not delete regular notes. If someone doesn't have permission to delete notes it doesn't allow to use the clear on the special flag note...
Guest almost 4 years ago in General 0

Allow the default browser in needles 4 to be changed

In needles 4.8 internet explorer is set as the default browser for all websites to open from in the program. Changing external settings does not work and there are no internal settings to change the default browser. Please allow customers to chang...
Guest about 3 years ago in General 1

User would like to be able to change the date formatting for a date requested and received

In user tab 2 record/request they want to be bale to change the formatting when they generate a template instead of it defaulting to mm/dd/yyyy.
Guest about 3 years ago in General 0

Need the Ability to Test Templates Prior to Saving it as a Template

Need to add a Test function to the Word Add-In to ensure that the template being created bookmarks work and formats as expected PRIOR to saving the document as a template. Nothing like having to save a template in Neos, go to a test case, generate...
Guest about 3 years ago in General 0

Add the code description to the Class Code drop-down window

Add the code description to the Class Code drop -down window. This would help users to select the correct class code for each case - not everyone is familiar with the description for every 3-character class code. This would be helpful for all staf...
Guest about 3 years ago in General 0

Cloud: The search function should be able to ignore "The" in a provider name.

(Michael Melonakos - mike@scinjuryattorney.com) Many law firms and providers' names start with "The" - for example, my law firm is The Melonakos Law Firm, LLC. . . so if I go to search for my law firm to add to value tab, and I type in Melonakos ....
Guest almost 4 years ago in General / Search 0

User would like to be able to tag documents or attachments from a calendar in to the case calendar

User would like to be able to open outlook calendar and open and be able to tag an event with attachments such as pdfs
Guest about 3 years ago in General 0