Ideas & Enhancements
ADD A NEW IDEA

Needles 5.0

Showing 2709 of 2709

Replies to email auto tagged, and sent from Neos not OL

When replying to an email from Neos, it should reply from the system, enabling the user to be able to send documents from the case and auto-tagging the email to the case at the same time
Guest about 2 months ago in  3

Add in notes column to default checklist dashboard

Add the option to display the notes column in the default checklist dashboard
Guest about 2 months ago in  0

Note Topics - Favorites

It would be useful to allow for some "Favorites" to be at top of the Topics list, so we don't have to do so much scrolling, whether from Notes itself or from the Outlook Add-In. There are 4-5 topics that I use heavily, with most of the others used...
Guest about 2 months ago in  0

Include (or allow option of) contrasting color schemes

All fields, tabs, screens, etc throughout Neos are the same washed out white/pale gray, minimal color scheme. This makes is hard to visually differentiate various fields. Fields of greater importance, or which need to be accessed more often, could...
Guest about 2 months ago in  0

Allow renaming of attachments when tagging from Outlook Add-In

When tagging an email with attachment, and tagging the attachment, it would be useful to have the option of naming/renaming the attachment from the Outlook Add-In. As it is now, after saving you still have to make a separate trip to the Neos brows...
Guest about 2 months ago in  2

"State" Dropdown in the Case Tab

One feature that would be beneficial to have would be a "State" dropdown in the Case tab. Our firm practices in multiple states, and for each case, it would be helpful to insert a label as to which state the case is in. This would be helpful for c...
Guest about 2 months ago in  0

Ability to adjust 'In Litigation' status on case header

In its current functionality, there is not a method to adjust the status on the case header if it is marked as 'In Litigation' to a different status. The only workarounds at the moment are to either enter a closed date for the case (effectively pu...
Guest about 2 months ago in  0

Merging documents using PDF editor in Neos also add typewriter tool

Add 'browse filter feature' in PDF editor in Neos to add document to PDF that you are editing by case + case folder + category. Currently there are no filter feature. When you go to add document to PDF using Neos PDF editor it pulls up the entire ...
Guest about 2 months ago in  0

Add the ability to export quickbooks file in *.OBO file format for credit card charges

Many expenses for medical records are commonly paid for by credit card, the ability to export the same charges from Neos to QuickBooks in an *.obo format with charges already assigned to a case would eliminate the need to manually edit each charge...
Guest about 2 months ago in  0

Add option to stop the customer job column from filling in when posting a check to QB from the Neos Integrator

Add the ability to stop the customer job column from auto filling when posting a check.
Guest about 2 months ago in  0