Ideas & Enhancements
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NEOS - Alt Case Number in OL Search

Not all firms go by the Needles case number. It would be nice to be able to see the alternate case number when searching a case to tag it in outlook.
Guest almost 4 years ago in General / Search 1

Cloud user would like to add a sign out prompt when close out of neos.

Cloud user would like to add a sign out prompt when close out of neos. They want to make sure everyone is signing out when new updates/ builds are pushed. Are you sure you want to sign out when click x on the browser view
Guest almost 4 years ago in General 0 Unlikely to implement

NEOS - Document Display Name

It would be nice if there was a display name that could be quickly edited for a document rather than having to reupload the document with a different file name to change what it is displayed as.
Guest almost 4 years ago in General 0

Neos - Add ability to select All Staff to intakes

In Needles 4, you could click a button that says "All Staff" under intakes. This would allow you to see all staffs intakes quickly. In Neos, you have to click on each staff members name to see the firms intakes. Should be allowed to see staff grou...
Guest almost 4 years ago in General 0

Cloud: Add a drop down box for user defined reports, where the user can select "All" for the case type.

#91731: Users currently must type in the case type. There isn't an option to select "All" for the case type.
Guest almost 4 years ago in General 0

Cloud: Place "To" and "From" Boxes for dates for the "Reschedule" function in the case calendar.

The calendar should show a box with the scheduled date, as well as another box for the new date.
Guest almost 4 years ago in General 0

User would like to increase the character limit in firm preferences>settlement memo in Neos

User would like to increase the character limit in firm preferences>settlement memo in Neos. Anytime it goes over 4k it throws an error in both customer's environment and in staging. I added 50 more character and experienced the error on both s...
Guest almost 4 years ago in General 0 Unlikely to implement

Neos - Value tab should have filter capability

Value tab can't be filtered. When there are a lot of records, it is cumbersome to find the right one instead of using column filters to quickly get to the right record, like it was in Needles 5.
Guest almost 4 years ago in General 0

Cloud: Grid/Column preferences save to user

With how often we have to clear data and log out-in, it would save a LOT of time if our grid layout preferences saved to and loaded from our user ID, rather than having to re-build what we see in the lists every tab, every time.
Guest almost 4 years ago in General 2

Clients With Multiple Cases

When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided: 1. All parties' full names in the respective cases 2. Summary (case tab) 3. Role 4. Name of Case Manager 5. Or...
Guest about 4 years ago in General / Search 0