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Neos: Editing fields and screens for all Intake Case types

Editing fields and screens for all Intake Case types using a new Layout Manager available under Settings. I have been able to move the fields around however, I haven't figured out how to enlarge the boxes in which we type and get the fields closer...
Guest over 2 years ago in General 0 Shipped

Make Alphabetic fields text wrap

It is silly that with Alphabetic fields, you cannot have the field wrap text. We created a screen to take testimonial information from a client, but the text cant wrap within a field. Seems like BASIC field formatting. It is like a note,but not on...
Guest over 2 years ago in General 1 Shipped

Prevent add DTF from being turned off when using the QB integrator

When using the QB integrator, it would be helpful if the add DTF option could not be turned off (so staff can't accidentally toggle it to the off position).
Guest almost 2 years ago in Accounting Integrations / Integrations 0 Shipped

User would like to have the calendar time for events start at 8am instead of 12am-12pm by default

Cloud User would like to have the calendar time for events start at 8am instead of 12am-12pm by default. Their day starts at 8am and they look for events and have to scroll down
Guest over 2 years ago in General 0 Shipped

Document Setup vs PDF Setup Icons

In old Needles we had a divide of document setup button which was for word dcument templates and PDF Form setup for the PDF document merge. I have this firm that usage both word and pdf and its long and lots of document in the document setup. It w...
Guest over 2 years ago in General 0 Shipped

Cloud: Add Paging Arrows to the Notes Tab

Another suggestion would be to make the notes section a little easier to read. With the actual box to type your note so far down the page, it makes it difficult to navigate. I think we should have paging arrows on the notes tab similar to the part...
Guest over 2 years ago in Messages 0 Shipped

Cloud - Use email or name in Outlook email to search and tag in case

When tagging email to case, you have to manually type in name or email, but would be nice if it will automatically find a case based on the email or client name in the subject line.
Guest over 2 years ago in  1 Shipped

Include Intakes in Searches

I just received a telephone call from a potential client on a traffic matter. When I run the DOI in Needles, it doesn't have a conflict. However, another person in the accident HAS contacted the firm, it is in Intake, a file has not yet been creat...
Guest about 3 years ago in General / Search 0 Shipped

NEOS: Outlook Add-in should have function to link Calendar items to cases

Since the Needles calendar is often hit-or-miss on whether it pulls in the user's Outlook, the Outlook Add-in should have the ability to link events directly to cases so the user can edit them directly in the Case Calendar tab.
Guest over 2 years ago in General 0 Shipped

NEOS - Email Notifications

There should be the ability to set up email notifications for messages and intakes.
Guest over 2 years ago in Messages 0 Shipped