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Viewable Checklist Instructions

Be able to see the instructions from the checklist screen without having to open up the details.
Guest over 2 years ago in Checklist 1

Option to create settlement memos as a merge document (add SM merge parameters)

Several N5 clients do not like the SMs as reports. it would be nice to give them an option
Guest over 4 years ago in General 0

Sync needles contacts with outlook contacts in 5.0

When I am outside the office, I do not have access to contacts unless they have been manually added to outlook. A sync as was available in 4.0 would be very helpful to attorneys who are not in the office very often.
Guest over 4 years ago in Integrations 0

Neos user would like date calculator option like adding a entry to the global calendar or case calendar

When going in to the vale tab, selecting an entry and clicking the calendar icon. You get a date calculator option. User would like that to be added to the calendar icon when adding a new entry in global and case calendar.
Guest over 3 years ago in  0

Adding more filters/columns for Mailing List Reports

For mailing lists, is it possible to add more columns to filter by, like zip code and email address? If it is not possible on the Mailing List section of the settings, can it be made into a report? Please add the option to see party emails to the ...
Guest over 2 years ago in  0

NEOS - Save As from Word

Would be nice to have a "Save As" function on the word addin to save a document directly into a Neos case.
Guest over 3 years ago in Integrations 0

NEOS - Checklist Summary Dates Interaction

Checklist summary dates are not easy to work with anymore. You used to be able to tab through them or type over them. Now not only can you not tab through them, but you have to delete the contents of the field before you can type a new date. Just ...
Guest over 3 years ago in Checklist 0

Neos Calendar fix time ending before start issue

Please fix the time ending before start time issue. If you have an appointment at 11:00 am and wand to end it at 12:00 pm, Neos will start the appointment off at 11:00am and end at 11:15am. To make the end time at 12:00 pm you must first select pm...
Guest over 3 years ago in General 0

Automatic texting sent for calendar appointments

Needles should have the ability to send automatic text messages to clients to remind them of appointments. This should include date, time and location of the appointment
Guest almost 5 years ago in General 1

Sort by Address in Search Results

When you get returned search results you are very minited in what you can sort by. It would be nice if you sould sort by things like address or zip as well.
Guest almost 5 years ago in General / Search 1