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Ideas & Enhancements
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Needles 5.0

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NEOS - "Group By" option in other list tabs

There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.
Guest over 3 years ago in General 0 Planning to Implement

Email Multiple Case Recipients

Users should be able to choose multiple recipients from a single pick window that populates their email address into the TO field in an Outlook Email. Currently, users are limited to a single email address and manually adding each additional email...
Guest over 3 years ago in Integrations 0

Ability to change Note Topic for all text messages system wide

Instead of having the note topic "text message" for every text sent to an outside number, it would be beneficial to be able to change the note topic name so that is changes system wide. Then users do not have to manually go into each text message ...
Guest 6 months 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

Add Print Commands to Word Document Tempaltes

It is being requested that we add functionality to include print commands (default printer, what tray to pick, etc.) as options for word document template fields.
Guest over 2 years ago in  3

Allow Dynamic Fields to use existing fields for special conditions

I have a dynamic field pointing to a user mini directory. But why can’t I make an already existing field the specific condition for a section to show up. Seems like duplicative work and all information gathered for a case should transfer to the ca...
Guest about 1 year ago in  0

Communication

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

Add "Date Paid" section for Invoices within Record/Requests Tab

have a date box to add when the invoice was paid
Guest over 2 years ago in  0

Email and Text templates

We need these. Saves time and money. Instead of letters, emails and texts
Guest about 3 years ago in Document Generation 1 Already exists

Ability to Remove Calendar Event if Organizer is inactive

The ability to remove calendar events when the organizer is no longer active or working with the firm would be well appreciated by those who no longer have access to their email accounts.
Guest over 2 years ago in  0