Ideas & Enhancements
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Needles 5.0

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Ability to Import Value Items or specific case information

It would be super helpful to be able to Import Value Items and/or specific case information for single or multiple cases at once.
Guest 10 months ago in  1

Tag and bill for email at same time

The current setup is that we use the NEOS Outlook add-in to tag the email, then open NEOS and manually bill for drafting or reviewing said email. It would be very helpful if that could be streamlined so that the plugin allows for emails to be tagg...
Guest 5 months ago in  0

Add firm wide custom columns

want to be able to adjust columns that are visible per case type firmwide and still have specific users be able to modify what they want to see besides the default they see.
Guest over 3 years ago in  1 Unlikely to implement

Ability to reply to all once the neos message is fully opened

No description provided
Guest over 3 years ago in Messages 1

Move cancelled all-day appointments to the bottom of the list

No description provided
Guest 10 months ago in  0

When changing the date on a calendar entry, keep the time the same

No description provided
Guest 10 months ago in  0

Saved advanced search retains sorting

For example, when creating a custom report using the advanced search function. I have created a report that groups together the open cases by the primary staff assigned to the cases. I would like to be able to further sort the results in alphabeti...
Guest about 1 year ago in  1

Neos Calendar - Default Settings for 'Status' and 'Show As'

Allow Status and Show As to be defaulted by user or firm - also have 'Show As' display when viewing the calendar in Neos
Guest 10 months ago in  1

New Note upgrade not helpful

The new note update is unnecessary. It adds an extra step when creating a note. If it could be savable from the side pane that would be ok, but to click details then save the note is excessive.
Guest over 1 year ago in  0

Allow the Note popup to pop up from the Bottom of the screen

The note popup should have an option to pop up from the bottom of the screen, and also be adjustable so that we can make that popup screen larger. When on the bottom of the screen, the pop up will be wider, allowing us to read more of the note wit...
Guest over 1 year ago in  0