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Cloud: Allow Staff Permissions to be Copied from One User to Another.

Staff permissions should be able to be copied from on user to another, like in the previous versions of Needles.
Guest over 3 years ago in General 0

Neos - Browse Cases - Add ability to filter for Alt Case # and Case Name

Neos - Browse Cases - Add ability to filter for Alt Case # and Case Name
Guest over 3 years ago in General 0

Neos - Under Name Search, add Alt Case # and Synopsis

Under Name Search, add Alt Case # and Synopsis so it is easier to identify cases
Guest over 3 years ago in General / Search 0

Be able to set default value items for each case in VT

Would be nice to be able to set up cases so that an open case will automatically add an entry for Atty Fee, and Admin Fee when the case opens, and say "client disbursal" with client's name auto filled Or - an option to make it that if there is a c...
Guest over 3 years ago in General 1

Organize the format of the value items when generating document.

When generating document and selecting the value item it's being shown as 500$ and not professionally like $500.00 or if it was in thousands then $5,000.00 but shows thousands in 5000$.
Guest over 3 years ago in General 0

NEOS: party role after the party name when generating documents

When merging document and selecing the party name; the drop down doesnt differentiate what role the party is. It only shows the list of parties name in the drop down. We need to add a role after each party name so we know who are generating the do...
Guest over 3 years ago in General 0 Future consideration

5.0 Online Help resource - Please Improve

Needles Version 5.0 Help - I rarely find what i am looking for in Needles' online help. The two issues I'm having are the search function not finding terms that i know are in there somewhere :-) and some info just not included at all. Here are exa...
Guest over 3 years ago in General 0

Ability to post-date notes

There are time when it is necessary to post-date a case note. Can only currently make a case note for current day or any day in the past.
Guest over 3 years ago in General 0

NEOS: Report that will show when the users logged into the system and when they logged out

The employers want to be able to track their employee and if they are clocking in accurately and as well clocking out. Or how much time they have spent inside of Neos.
Guest over 3 years ago in General 0

Make phone numbers include parenthesis and dashes for easy reading.

I have noticed that the parenthesis and dashes are included in the fax but not phone numbers. It makes it very difficult to read off the number or dial it into a phone if you do not have a computer based phone.
Guest over 3 years ago in General 2 Already exists