Ideas & Enhancements
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Allow subscription of report in PDF legacy format

Most of our firms reports we use daily are user defined reports and only run correctly when exported in PDF legacy format. It would be way more efficient if we could subscribe to the report and have the option to do the PDF legacy format instead o...
Guest over 3 years ago in Auditing 0

Global Layout Settings (firm defaults)

It would be VERY helpful to have an option in the settings to configure the "global/default layout settings" for all users in our firm. I'm talking about somewhere where we can choose the columns shown by default for each tab, the default column w...
Guest about 1 year ago in  0

Autopopulate New Provider Card Generated from Search

When searching for a provider prompts you to create a new provider card, it would be helpful if the data you already entered into the search populated into relevant fields in the provider card.
Guest about 1 year ago in  0

Add Auxiliary Checklist to Multiple Cases at Once

I'd like to add an Auxiliary Checklist to multiple cases at once from the Advanced Search or Reports screens. For example: I want to add an auxiliary checklist to perform tasks A, B, and C on every case of a certain Case Type with 'no' in a certai...
Guest about 1 year ago in  0

Add BCC to Needles Messages

Add BCC to Needles Messages
Guest about 5 years ago in  0 Unlikely to implement

Allow Customization Settings for Events In Neos Calendar

Used to be able to see more details about events in the Needles Calendar, I would like to be able to customize what I can see for events in the Neos Calendar without having to click the event for more details. Somehow the Outlook Calendar App on t...
Guest 7 months ago in  0

Show Colors on Document Types within the Document Type Settings menu

I think it would be beneficial to see the Colors on Document Types within the Document Type Settings menu so they can all be easily referenced against each other to see what colors have not been utilized easily.
Guest about 1 year ago in  0

A Tag List option that can be used to pick and choose what is to be pulled prior to Document generation.

There was a similar function back in Needles 4 wherein a list of tags could be used to pull certain bits of information when merging docuemnts. Say the list contained 4 items, but the document you're making only calls for items 1 and 4, or another...
Guest 7 months ago in  0

Disable Call Notifications

Call Notifications clog up the Notifications on Neos and potentially block more important ones. Users should be able to disable these Notifications.
Guest about 1 year ago in  0

Case Calendar - Allow Change to Default Time of Appt

When adding an appointment from the Case Calendar tab, the appointment automatically defaults to 12:00am-12:30am - this can be overlooked when scheduling quickly, which leads to not being able to see the appointment on your calendar. Please add th...
Guest over 1 year ago in  0