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...
Currnetly when we add an email as note or add a document and then want to see thta within Neos, we click on the semi-circle refresh button with the arrow. After we do that, Neos take you back to the Case summary section and then you have to click ...
Cloud - List Provider Usage Lacking Information and Functionality
When you run a "List Provider Usage" report, it should show the name of the 1st party in the case as well as be a quick link to open that case. REF Incident #81776
Able to tag emails en masse for one case; often get several emails in one day for one case during mediation/settlement negotiations/trial prep especially when multiple defendants
Capitalized merge templates should capitalize target merge fields in Neos.
Currently Neos does not support capitalized merge templates, like what is shown here: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]] The template must be lower case to work properly. Functionality is being requested that capitalizing t...
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...
Allow Needles Outlook add-in to tag meeting responses like other emails.
Meeting responses are not taggable like other emails. It would be very helpful to be able to document when parties agree to have meetings for legal reasons.
Add a settlement scenario feature to test different values for settlement memos
Adding this would allow firms to plug in different numbers into the value tab to see how the settlement memos would turn out without the fear of forgetting to change the numbers back.
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