Ideas & Enhancements
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Needles 5.0

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Bulk Actions Notes from the Advanced Search/Reports

I recommend adding a Bulk Notes feature to the 'Bulk Actions' box that appears on the Advanced Search/Reports. This would allow staff with bulk update security to post notes across several cases at once.
Guest 6 months 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

Checklist sorting when marking items done

In Needles 4, when you save the change(s) to the status of a checklist item, the checklist window stays with the top of the list. In Needles 5, the checklist window scrolls to the item that was changed. If I mark a parent item Done, I want to make...
Guest almost 5 years ago in Checklist 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 document or link to documents to calendar appt

In Outlook we used to add a link to the documents in SharePoint so that the attorneys could access documents while at appointments more efficiently. It would be great if we could add a quick link to a doc or include a link to the doc in the calend...
Guest over 3 years ago in General 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

Option to use a user tabs custom title for the reference name in the word add-in

Add the option to have a user tabs custom title appear as the name for the category name in the word add-in.
Guest 6 months ago in  0

NEOS: Checklist items without a ref (MAN) and no due date should be applied with OPEN status instead of BLANK

Currently, Checklist items without a ref (MAN) are set without a due date and with a blank status. Our firm's users tend to filter the checklist by open items which filters out the blank status that these items get added with. Our firm has some ch...
Guest almost 3 years ago in  1