Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2685 of 2685

Uploading Documents from Sharepoint onto other sites eliminating need to save to desktop

in order to upload a document to the courts website we currently need to save the document to desktop and then upload from there. there should be a way to upload the document directly by browsing the computer such as a link with OneDrive of some s...
Guest over 3 years ago in General 1

NEOS - Link 1099 Status Checkbox in QB with Provider Info in Neos

Quickbooks vendor/customer profiles has a checkbox that determines if they are a 1099. Being as it is a standard field in quickbooks, it would be nice if it became a standard field in Needles for a name that could be updated through the integrator.
Guest over 3 years ago in Accounting Integrations / Integrations 0

Neos - Checklist Summary Button - Should be exportable to PDF

The Checklist Summary that is generated from the button on the Menu bar should also be exportable to PDF (currently it only exports to Excel/CSV and users have to go to the Reports tab and run it from there in order to export to PDF)
Guest over 3 years ago in Checklist 0

Search Grid - Add "Staff 1" to Column chooser

Please consider adding "Staff 1" as an additional option in the "Column Chooser" list for the search results grid. We have only 1 attorney, so seeing the "Primary" role doesn't help us when it's always his name. Staff 1 will show us who the lead p...
Guest over 3 years ago in Search 0

Neos: Have Global Calendar default to the Day calendar instead of month

When Global calendar is selected the view is automatically defaulted to Month. Would prefer to automatically view the current Day calendar instead.
Guest over 3 years ago in General 1

Be able to set default value items for each case in VT

Would be nice to be able to set up cases so that an open case will automatically add an entry for Atty Fee, and Admin Fee when the case opens, and say "client disbursal" with client's name auto filled Or - an option to make it that if there is a c...
Guest over 3 years ago in General 1

NEOS - Alt Case Number in OL Search

Not all firms go by the Needles case number. It would be nice to be able to see the alternate case number when searching a case to tag it in outlook.
Guest over 3 years ago in General / Search 1

Cloud user would like to add a sign out prompt when close out of neos.

Cloud user would like to add a sign out prompt when close out of neos. They want to make sure everyone is signing out when new updates/ builds are pushed. Are you sure you want to sign out when click x on the browser view
Guest over 3 years ago in General 0 Unlikely to implement

NEOS - Document Display Name

It would be nice if there was a display name that could be quickly edited for a document rather than having to reupload the document with a different file name to change what it is displayed as.
Guest over 3 years ago in General 0

Neos - Add ability to select All Staff to intakes

In Needles 4, you could click a button that says "All Staff" under intakes. This would allow you to see all staffs intakes quickly. In Neos, you have to click on each staff members name to see the firms intakes. Should be allowed to see staff grou...
Guest almost 4 years ago in General 0