Ideas & Enhancements
ADD A NEW IDEA

Needles 5.0

Showing 2691 of 2691

Remove characters around case number placed in note field of calendar event

When adding a calendar event and attaching a case to it, upon saving it the case number is placed in the notes field with " ~*~*~*~*~* " above and below it. May this be removed so when viewing it from list view you may only see the case number? Im...
Guest almost 4 years ago in  1 Future consideration

Detailed Activity Feed in Cases

Add a more detailed log for the activity for things such as changing a case type.
Guest almost 2 years ago in  2

Communication

A communication tab that included all tagged emails and other forms of communication related to the matter.
Guest 6 months ago in  0

Neos Messaging: Ability to set an "Out Of Office" message internally

This would be helpful for people who may forget someone is out of the office and may not be able to respond to their messages timely.
Guest 12 months ago in  0

Add option to allow minimizing the QB Integrator to the taskbar

The QB Integrator currently closes AND minimizes to the system tray. We'd like to have the option to minimize the integrator to the taskbar so we don't have to keep going into the system tray to open the integrator back up.
Guest almost 2 years ago in  1

Force Staff Log Out

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.
Guest over 1 year ago in  0

Ability to flag "bad" (redundant or advertisement) Ideas & Enhancements for Neos to delete

I am seeing more and more "Ideas & Enhancements" that are actually just advertisements from random users trying to get people to use their business. This is clearly not the point of Neos' "Ideas and Enhancement" page. There should be a way to ...
Guest over 1 year ago in  0

Ability to fill in "Party" in document details when first uploading a document

When you drag and drop a document into Case Docs, the only details you can initially fill out are Document Name, Document Type, Document Category, and Tags. I would also like to be able to add the Party, so I don't have to always go back afterward...
Guest over 1 year ago in  0

Sorting in folders

It is custom in almost every practice (firm or doctor's office) that documents are sorted by the most recently saved document. If Neos can't provide their customers with the ability to sort in the folder view, then Neos, should at least change the...
Guest almost 3 years ago in  0

Opening a new note should default you into the topic field

If I remember correctly, in Needles 4, when you enter a new Note, you could start typing in the Note Topic field immediately. In Needles 5, you are forced to either click in the field or press the Down key and Tab multiple times. If I am rememberi...
Guest almost 5 years ago in General 0