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Correct Timestamps for Emails Tagged to Needles

When I tag an email to a Needles file, the note should be created with the timestamp of when the email was sent/received, not when the email was tagged. For example: I get an email at 6:30 a.m., but don't tag it to a Needles file until 8:30 when I...
Guest over 1 year ago in  0

Adding the Ability in Needles 5 to Click Enter for the Yes/No Prompt

Adding the functionality for clicking enter to select Yes/No in Needles 5 would be much quicker than using the mouse to select the Yes/No Prompt.
Guest over 1 year ago in  1

Add Closed/Reject date for intakes

A closed or rejected date does not exist when a matter is at the intake level. While you are able to close an intake via Stage > Status, there is no reportable closed date.
Guest over 1 year ago in  0

add "note" or "Preference" section in Party

Sometimes our clients prefer to be contacted via text, email, etc, versus being mailed. A section to select our client's preferred mode of contact would be beneficial.
Guest over 1 year ago in  0

Tagged Emails Should Link to the Case

After tagging an email to a case, especially since there is no ability to change the name of a document, there should be an option to then go into that case, particularly the Case Docs tab of that case so that one can then easily change the name o...
Guest over 1 year ago in  0

Needles 4- Send Notes to the time tab

It would be useful if we could send notes to the time tab to make entering time entries easier.
Guest over 1 year ago in  0

Neos-Remove bulk action edit for multiple notes selected

Currently when bulk actioning multiple notes you can edit a note but it will override what was there. To prevent from overriding the same note on multiple items it would be better to not see the edit option.
Guest over 1 year ago in  0

Option to Have Staff Only See Documents They Uploaded

I would like an option in Neos to have staff only be able to see the documents they upload to cases. Currently, they can see all the documents in a case if they have access to the tab.
Guest over 1 year ago in  0

Increase character limit of User Mini Directory items

35 characters is not enough for some purposes. Also, right now if you exceed the character limit for a User Mini Directory item, you get an Internal Server Error when you try to save the User Mini Directory rather than a more specific error messag...
Guest over 1 year ago in  0

Outlook add-in sort or search topic/type/category

Currently the only supported account type for activation is regular user Office 365 accounts. It would be immensely useful for Shared calendars and SharePoint calendars.
Guest over 1 year ago in  0