Ideas & Enhancements
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Needles 5.0

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Add option to email from a case (similar to sending a message from a case), without having to include a document.

We would like to be able to send an email from a case, without needing to send a document in order to do so.
Guest over 1 year ago in  0

DocuSign - Additional Recipients

The ability to add signers that are not affiliated with the case. You can do that in DocuSign but not through NEOS. For example, when we need the attorney on the case to sign the retainer agreement after the client signs, we need to add them as a ...
Guest over 1 year ago in  0

Include "Case Name" field in the Message layout

It would be helpful to include Case Name field in the New Message layout as there may be one client for several cases and it would help to identify to which case the message relates.
Guest 12 months ago in  0

Option to expand checklist description under "checklist detail"

Is there any way that an "expand" or "edit" option can be added, so we can easily read or edit the checklist description? Currently, some checklist descriptions are too long, that when the details are opened, the description is cut off. Because th...
Guest 6 months ago in  0

Neos Integrator - Auto-Refresh Records Per Page Setting upon saving

Currently, when changing the records per page setting in the Neos-QB integrator, the changes do not automatically refresh so the user has to manually refresh. Please implement the auto-refresh function in the integrator like we have in other areas...
Guest over 1 year ago in  0

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

Marking an email tagged

I was wondering if you could make an email once it's sent say if it had been tagged, I know it shows when I tag an email in my in box but If I send an email to co-workers they cannot tell if I have tagged it.
Guest almost 2 years ago in  0

Column Layout in Advanced Search

Allow for customizing the column lay out when saving advanced searches.
Guest over 1 year ago in  3

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

Method to Track Deleted Provider Notes

Presently, you cannot audit deletions from provider notes or track deletions of provider notes in the activity feed. This is an important feature. Per Neos support, "After doing some research, it seems as though Neos does not currently have a way ...
Guest 12 months ago in  0