Ideas & Enhancements
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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 over 3 years ago in General 0

NEOS - Calendar Status on Needles Today

It would be useful to show the status of a calendar item on the Needles Today listing for it. This could be enhanced by removing anything from the Needles Today screen with a status of "Done."
Guest over 3 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

Neos - Ability to select the calendar view

In Needles 4 and 5, each staff could select a scheduled set of time on the calendar. Example, I want the needles calendar to only show times between 9 am and 5 pm.
Guest almost 4 years ago in General 0 Unlikely to implement

Being able to send documents to other parties in the case just like note tab.

When you are in the note tab and and viewing the note you click action > email note to contact your able to send the note to the other parties in the case. The user wants to be able to do the same with the document tab rather than copying and p...
Guest almost 4 years ago in General 2 Future consideration

Cloud - Add Visual indicator showing Report has been edited from defaults

Add a visual indicator that would show that a report has been edited from the Report Editor. This would allow a firm to know when reports were missing their own custom filter setup.
Guest almost 4 years ago in General 0

Neos - Import intakes from CSV needs more options

In Needles 4 and Needles 5, you have the ability to select from a large range of information. In Neos, you are limited to only specific fields. Need to be able to add more variety and add in the basic fields such as DOB, Ability to add to multiple...
Guest almost 4 years ago in General 0 Unlikely to implement

Have cancelled or rescheduled calendar entries removed from the calendar screen, or marked as cancelled or rescheduled?

This would be beneficial for users, because they could clearly see if a calendar event is cancelled or rescheduled.
Guest almost 4 years ago in General 5 Future consideration

SaaS - Add Alternate Case Number to Case Header & Search

Add Alternate Case #1 to Case Header and in Search Pop Outs
Guest almost 4 years ago in General 0 Already exists

Neos - Companion Case Tab needs signal icon

Need a visual signal for when a case is a member of a companion group without having to click on the companion tab - a checkmark or similar next to the tab in the menu, for example, if data exists in the tab.
Guest almost 4 years ago in General 0