it would be nice for staff to be able to see a Case Calendar in the view of an actual calendar or to be able to export it to a calendar view to save as a PDF or to print.
People with the mass update permissions need the ability to run an Advanced Search and with the results be able to update any fields that they might have to change. An example would be searching for a phone number that could be listed on hundreds ...
Currently, users have to access their Neos account and open a new intake to see new leads and respond appropriately. To streamline this process within a firm, it would be helpful to be able to click a "Export" button which would convert the data f...
It is not safe or logical to give all staff permission to Update Multiple Cases, as that permission can cause a LOT of damage to the database if used incorrectly. Please add a separate permission.
Have an option to close all checklist items when a case is closed or intake rejected
As is now, if you close a case or reject an intake the checklist items remain open. Giving us the option to close the remaining checklist items in bulk or giving us a button to allow us to do so would aid in keeping our checklists in order. It cou...
Accounting Tab - Need to be able to delete check requests
Accounting Tab - Need to be able to delete check requests. We are not using the QuickBooks Interface, but our firm still requests checks. We need to have the ability to delete check requests when we are finished with them!
The Mailchimp Integration (or perhaps the mailing list integration) needs an option to bulk add parties or providers into the mailing list instead of typing in each one to the mailing list search.
We want our users to only log in using Microsoft. Can you add a permission setting to either restrict resetting their password for NEOS or add an option in their profile setting to restrict the way the log on to NEOS.
Administrator permission to force a log out of a user if they are found to be logged on in more than one location.
A functionality in Needles that is not present in NEOS, is the ability to force out a user. Should a user have left themselves logged on in a location besides their main workstation or are logged on in multiple locations, it could be seen as a sec...
A lot of changes to our system cannot be applied until an employee completely logs out and logs back into the system. It would be great if we could force a log out of the system.
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