Ideas & Enhancements
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Needles 5.0

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Accounting tab saving filters

When we log out and back into Neos we have to reset the accounting tabs filters. This becomes frustrating as by default it shows posted and pending checks and having the filters save would save us time having to put the filters back to only show p...
Guest over 1 year ago in Accounting Integrations 2

Neos Value Colors - Total Value

Please show all credit amounts for Value in Red like it was in Needles 4 and 5. If my value code is a "credit", the amount should show in the list view in red.
Guest over 1 year ago in  0

Document Tab - when opening a document, the Document Date changes to today's date

The Document Date should not change. it should remain as the original date of the document.
Guest over 1 year ago in Document Management 2

Open Links in New Tab Instead of same Neos Tab

This would allow us to view things like Companion Cases/Values while at the same time being able to make notes for users that only have a 1 screen set up. Right now you have to Open Sidebar Links like Case Docs in the same tab, then open in Sharep...
Guest over 1 year ago in  0

Permission "Modify Date Closed"

We used the permission to reopen close cases in N5 frequently. in Neos, the only permission is Modify Date Closed. The problem with this permission is we need to differentiate between who can close cases and who can reopen them. Please add separat...
Guest over 1 year ago in  0

OCR/PDF Editor - need ability to add new AND edit existing digital exhibit stickers and bates stamp on exhibits.

We can't edit existing digital exhibit stickers that were previously added in Adobe desktop using typewriter tool. We can technically add new digital exhibit stickers using the Neos PDF Editor typewriter tool, but it is a nightmare to customize th...
Guest over 1 year ago in  1

Check conflict when calendaring an event.

A message will pop up when a new event date and time conflicts with an already scheduled event and will alert the staff member.
Guest over 1 year ago in  0

Neos: Please add an option to condense the size of a Name field

we may not need to see the contact information and it takes up a lot of real estate on the tab.
Guest over 1 year ago in  0

Neos: Add more staff login information

Please add more information for staff logins, such as time logged in and time logged out, as well as history information (i.e., how long was John signed in on X day).
Guest over 1 year ago in  1

Making adding a note 1 click, not 2.

Currently, to add a note you need to click twice. The first click brings up a small dialogue box. You then need to click a second time to get to the "details" screen, the only place you can access the "topic" drop down, which must be selected befo...
Guest over 1 year ago in  0