Ideas & Enhancements
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Needles 5.0

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Being able to check select all or de-select all when exporting check to QB

The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...
Guest over 3 years ago in General 0 Already exists

Report Categories

I'd like the ability to deactivate report libaries that our firm doesn't use or need. There are some report libraries that are empty "History" "Clean Up" that have nothing in them at all. It would be better to only let my staff see the reports tha...
Guest 8 months ago in  0

Abitliy to Export Reports in Word/docx. format

While you can export Settlement statment reports into .pdf or .docx., all other reports in Neos can only be exported as a .pdf, preventing the abitliy to make any edits/changes. Would like to export all reports as either .pdf or .docx.
Guest about 1 year ago in  0

Neos - Highlighting Searched Words/Terms/Phrases

Users would like the functionality for Neos to highlight the searched word/term/phrase within Neos wherever they are able to search, i.e. Notes, Documents tab, etc. In the attached files, I manually highlighted what word I searched for and where i...
Guest about 3 years ago in Checklist / Search 0

Ability to Set Who Creates the Note for the Intake Comment

Currently in Neos, if an intake has a comment in it, it will become a note when it is converted into a case. Instead of the person who last edited the comment or the one who created it, it will set the person who made the intake into a case as the...
Guest 8 months ago in  0

Flag important notes

Would be helpful to "favorite" or flag multiple notes that contain important/helpful info to be referenced throughout a case.
Guest about 3 years ago in General 0

Neos: Ability to remove permissions to specific reports

Currently in Neos, you only have the ability to restrict access by report category, but not by specific report. This was functionality was available in Needles 5.0 and would be useful to see again in Neos as well.
Guest about 3 years ago in  1

Neos | Have option to upload letterhead within Neos

Instead of having to store the letterhead within a SharePoint library that Neos can access, it would be more convenient to have the letterhead uploaded in Neos similar to the Firm Logo that a tag will pull from on templates.
Guest almost 2 years ago in  0

Neos: In the Neos Calendar entry/detail, show Non-Neos staff Email Address that are invitees

In the Needles Neos Calendar entry/detail, show external invitees/guests that are also attending the Outlook meeting. Right now, if a meeting is added from Outlook, or created in Neos and later modified in Outlook to include external invitees or i...
Guest about 3 years ago in General 0

Checklist task name should be color coded

Currently the checklist code is the only column display the color configured under primary checklist settings. It would great if the task name could also be configured with this color so we can easily identify items using color
Guest about 3 years ago in Checklist 0