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Uploading Documents from Sharepoint onto other sites eliminating need to save to desktop

in order to upload a document to the courts website we currently need to save the document to desktop and then upload from there. there should be a way to upload the document directly by browsing the computer such as a link with OneDrive of some s...
Guest over 3 years ago in General 1

NEOS - Link 1099 Status Checkbox in QB with Provider Info in Neos

Quickbooks vendor/customer profiles has a checkbox that determines if they are a 1099. Being as it is a standard field in quickbooks, it would be nice if it became a standard field in Needles for a name that could be updated through the integrator.
Guest over 3 years ago in Accounting Integrations / Integrations 0

Neos - Checklist Summary Button - Should be exportable to PDF

The Checklist Summary that is generated from the button on the Menu bar should also be exportable to PDF (currently it only exports to Excel/CSV and users have to go to the Reports tab and run it from there in order to export to PDF)
Guest over 3 years ago in Checklist 0

Search Grid - Add "Staff 1" to Column chooser

Please consider adding "Staff 1" as an additional option in the "Column Chooser" list for the search results grid. We have only 1 attorney, so seeing the "Primary" role doesn't help us when it's always his name. Staff 1 will show us who the lead p...
Guest over 3 years ago in Search 0

Checklist items should have pop-up option for reminders.

No description provided
Guest over 2 years ago in  0

AKA names in search results should be formatted in a bold red font to make them stand out

In Needles 4, AKA names in search results were formatted in a bold red font that made them stand out. In Needles 5, they have the same font as the rest of the general information, making it take longer to determine if you have the correct name.
Guest almost 5 years ago in General / Search 0

Neos: Have Global Calendar default to the Day calendar instead of month

When Global calendar is selected the view is automatically defaulted to Month. Would prefer to automatically view the current Day calendar instead.
Guest over 3 years ago in General 1

Neos: Add search option for phone extension number.

This will be helpful when trying to locate a specific adjuster when we cannot find them by name.
Guest about 1 year ago in  0

Auto Tag Emails in the same Thread

Complete automation for same thread emails; can opt to post to additional cases if necessary after the fact
Guest about 1 year ago in  0

Linking multiple Sharepoint accounts to Neos or expanding the storage of one.

The 300k Item limit in Sharepoint is limiting to some firms who exceed that item count and additionally inhibits Adobe Acrobat usage. Either a larger Sharepoint option or the ability to link more than one Sharepoint would solve this issue.
Guest about 1 year ago in  1