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Add a "Select All" option to Case Docs Tab

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.
Guest over 2 years ago in General 2 Planning to Implement

Neos - Add Provider Address & Phone number back to Value tab

In N4 the provider address and phone number would be listed under provider name on the Value tab, it is no longer there. Would be really helpful to ahve it back
Guest almost 2 years ago in General 1

Litigation Titles are appearing in Case Header despite the Aux Checklists not being marked as Lit

These Litigation Titles by design appear in the Case Headers but it's been brought to my attention that clients would like to not see them in the header. It has been reported as an issue multiple times despite it being by design.
Guest almost 2 years ago in General 19

Click into case from Neos Message

Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...
Guest about 2 years ago in General 0

Word Templates Add In for Mac Users

Currently there is no add -in for Mac users to code their own templates.
Guest about 2 years ago in General 1 In Development

NEOS: being able to export the settlement memo in a Word document format for further modification

The firm/user want to be able to export the settlement memo to word so they can modify it further that way they can use it for their own benefit.
Guest about 2 years ago in General 1 In Development

Employee Action Tracking

Audit on Employee actions above Audit Reports
Guest over 3 years ago in Auditing / General 0 Future consideration

Return to the same place in a list when returning to the list view from an entry.

Currently inside of neos whenever you are to open an entry, like a note, and return back to the list, it will take you to the top of the list forcing us to search for the document again. It would be great to see the list bring you back to the loca...
Guest over 1 year ago in General 0

When scheduling, a conflict box should come up if there is a conflict present

In Needles 4, you would get a warning box if there was a conflict and you could choose to ignore it or deal with it. However, this version does not do that.
Guest over 2 years ago in General 0

Filtering Dashboard by "Our Client"

Would like the option to filter dashboards by "Our Client" checkbox on the party tab.
Guest almost 2 years ago in General 15