Ideas & Enhancements
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Needles 5.0

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Add Ability to Search Calendar

Customers would like to be able to search the name of the event or a name and see all events with that keyword
Guest almost 5 years ago in General / Search 1

Save button

Instead of seeing "you have unsaved changes, do you want to leave", there should be a save button on that same unsaved changes window.
Guest about 3 years ago in General 0

Add military service information to Names ID

We current keep this information in user defined fields, which does not follow the person. It would be much better if the information was tied to the Names ID and followed the person, not the case.
Guest almost 2 years ago in  0

Adding Multiple Parties to PDF Template Merge Fields

When defining Merge Fields for PDF Templates, the Party tag list only references the 1st party when there are many situations in which multiple parties need to be referenced. Adding functionality in which the tags can be chosen for different parti...
Guest almost 2 years ago in  0

Can we add a button in the Companion Cases tab that opens all the companions up at once instead of needing to click each individual companion to open them?

No description provided
Guest almost 2 years ago in  1

Change font for settlement memo

It's a shame that one cannot change the font of their settlement memo, under the Firm Preferences tab.
Guest about 1 year ago in  0

Custom sorting reports & Value tab entries

Our firm handles personal injury case. We have a heavy medical records data entry. Certain reports we use (ex: Summary of Medical) you can sort by entryID, to - from; however, it will not allow us to sort in chronological order of treatment. The r...
Guest about 3 years ago in General 1

Neos: Add friendly warning/error when attempting to email a document that is too large for email

Add friendly warning/error when attempting to email a document that is too large for email or too large to be recommended for email, such as 15MB+
Guest about 3 years ago in General 0

Middle Initials for Templates.

I need to be able to merge a party's "full name" as [First Name] [Middle Initial] [Last Name]. Needles had this ability (Party Full Name), but Neos apparently doesn't. Neos "Name Full Name" includes the full middle name. I don't want the full midd...
Guest about 1 year ago in  0

Neos - Create an Integration with Zoom Phone

No description provided
Guest almost 2 years ago in  0