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Create Document Tags On The Fly

It would be nice to be able to create document tags as you need them (self building list) rather than having to pre-populate a minidirectory with them.
Guest over 3 years ago in General 0 Shipped

NEOS - Notes Quick-View Window

That window that pops up on the right hand side of the screen when you click once on a note is too small/narrow. It makes reading longer notes difficult without going fully into the note. It would be nice if there was an option to have that pane p...
Guest over 3 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 almost 4 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 almost 4 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 4 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 3 years ago in General 0 Shipped

SaaS - Make Synopsis Tab Larger

Request to make the synopsis tab larger
Guest over 3 years ago in General 0 Shipped

Dashboard Time Refresh

Right now when you set up a dashboard tile and select the timeframe of "last 30 days," it is just a quick way to select the past 30 days. It does not keep the tile updated to constantly stay at the last 30 days. It would be nice if the dashboard t...
Guest about 4 years ago in General 0 Shipped

NEOS - Dates in the Value Tab

At the moment, when selecting a date range on the value tab, you have to select a range. It would be nice to either be able to type the dates or select the start and end dates separately. The date tool is a little clunky to use as a new user.
Guest over 3 years ago in General 0 Shipped

CLOUD: sort the document type or any mini directories drop down in alphabetical order

CLOUD: sort the document type or any mini directories drop down in alphabetical order. The user was using the docuemnt type when uploading document and notice her c, and d options are listed below, like way below. She wanted it sort by alhabetical.
Guest almost 4 years ago in General 0 Shipped