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Ideas & Enhancements
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More User Defined Tabs

Having 5 flat and 5 list tabs is good but some firms will often use all tabs in all case types. Adding in the option to have 10 list tabs and 10 flat tabs would work as the removal of CRM (another list tab) can be a problem
Guest about 3 years ago in General 0

User would like to be able to have a convert button when post an attachment from the outlook addin

User would like to be able to covert a word doc he is tagging to the case docs to a pdf before it goes in to the case docs
Guest about 3 years ago in General 0

Suggested layout adjustments

1. The fields and data boxes should be more visible (greater contrast) so you can see everything better. 2. Also, the spacing between the lines of data could be much closer together so you don't have top scroll so far down the page for info tha...
Guest about 3 years ago in General 0

Multiple Provider Requests

It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.
Guest about 3 years ago in General 1 Already exists

Be able to use the “tab” key to move to the next entry box

Is there any way that we can get them to make it where we would be able to use the “tab” key to move to the next entry box? Right now, if you use it, it will erase the information you’ve entered into your current entry box. This is especially frus...
Guest about 3 years ago in General 0

Neos/Needles 5 - Allow additional genders to be added to the Gender select in the party tab

Currently the genders tab only allows for three genders to be used, Male, Female, and unknown. Due to the evolving needs of our users and their clients, an adjustment is needed to this to allow for the inclusion of additional genders, either as a ...
Guest about 3 years ago in General 0

Bring back the CASE STATUS or a report similar to the information provided on case status.

The Case Status provides the attorney a summary of the case at a glance. The following information is needed at a glance. Color Liability A/D Date of liability Damage rating for PD , both defendant and plaintiff Sorriano issues Limits PD $ value T...
Guest about 3 years ago in General 1

User would like to be able to have a needles archive folder in SharePoint for their old cases

User would like to be able to have a needles archive folder in SharePoint for their old cases. and to be able to point all their old documents to it as well.
Guest about 3 years ago in General 0

Allow Customization of List Providers Pane

Currently, inside of Neos, the List Provider Usages pane is static and allows for zero customization. In some instances, the firm may wish to have the case id or other information about the usage of the provider on that case. It would be extremely...
Guest about 3 years ago in General 0

Neos - Change Notes Spacing to Single-Spaced

Neos - Change Notes Spacing to Single-Spaced - it is currently double spaced
Guest about 3 years ago in General 0