Ideas & Enhancements
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NEOS: increase the number of characters for the note box in the case calendar tab

Need to increase the character of the note box in the case calendar tab. Currently its a 1,000 character limit. It should be atleast 2,500. The user's use the function to add zoom link and zoom information. The user gets restricted to only add the...
Guest over 3 years ago in General 0

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 over 3 years ago in General / Search 1

NEOS - Multi-Select Case in Search

The example here is that I would like to copy a note to a few different cases. There is no way for me to do that short of searching and copying to the cases one at a time. It is just tedious.
Guest over 3 years ago in General / Search 1 Future consideration

When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
Guest over 3 years ago in General 2 Already exists

Cloud User would like to be able to add more then one mobile cell phone in the party tab

When going to the party tab and selecting type she can add a customer type but can't add more than one mobile phone type
Guest over 3 years ago in General 0

Cloud User would like to be able to select multiple value code from subtotals instead of going in to reports

Cloud User would like to be able to select multiple value code from subtotals instead of going in to reports. When they go in to value tab and click subtotals their is not select feature.
Guest over 3 years ago in General 2 Already exists

Cloud user would like a recover case note option or if someone accidentally deletes them

Cloud user would like a recover case note option or if someone accidentally deletes them. They would like a button or function to go back and recover deleted notes
Guest over 3 years ago in General 0

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 over 3 years ago in General 0 Unlikely to implement

User would like to be able to save a note in a case notes and not have it revert to the list view

User would like to be able to save a note in a case and not have it revert to the list view. User would like to save in the case note and not have to reopen it from the list view.
Guest over 3 years ago in General 1 Future consideration

Being able to check select all or de-select all when exporting check to QB

The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...
Guest over 3 years ago in General 0 Already exists