Ideas & Enhancements
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Neos - Copy Calendar Item

If I am creating a new calendar event from a previous event but just changing the date, I cannot copy it like I could in Needles 5 and change the date. I now have to create an entirely new Calendar event when all I need to do is change the date. I...
Guest about 3 years ago in General 1

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

Add document or link to documents to calendar appt

In Outlook we used to add a link to the documents in SharePoint so that the attorneys could access documents while at appointments more efficiently. It would be great if we could add a quick link to a doc or include a link to the doc in the calend...
Guest over 3 years ago in General 1

Addresses should be shown when searching for a provider and Under provider name in Value section.

On behalf of Burnetti P.A Showing address clients would like to see adresses displayed under the provider name in the value section. This would easily allow them to grab this information without switching tabs or searching for the provider.
Guest over 3 years ago in General 1

NEOS: Add "Assigned By" field to Calendar and add support for changing the Organizer of a Meeting

Needles Neos does not currently support changing the organizer of a calendar item. Please add a "Assigned By" field to calendar, so that a firm can change the organizer of a calendar entry. The feature should also support doing this on the Outlook...
Guest over 3 years ago in General 1

Cloud - Change User Interface/High-Contrast Mode

The default theme of Neos isn't the easiest to see for those who don't have the best eyesight or who may not have the best monitors. All of the tones of gray blend together and it becomes a bit jumbles. It would be nice to be able to customize the...
Guest almost 4 years ago in General 0

TAG - Browse Documents Tab - Ability to perform bulk action

TAG - Browse Documents Tab - Ability to perform bulk action as it would be help to be able to bulk tag documents in this view
Guest over 3 years ago in General 3

Calendar - Multiple reminder

more than just one reminder time
Guest over 3 years ago in General 2

Using different case numbers.

We use alt case numbers instead of the case number that Neos automatically generates. It would be helpful to not see the Neos case number but only see the Alt Case No.
Guest about 3 years ago in General 0

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