Ideas & Enhancements
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Needles 5.0

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Neos - Need to be able to email Birthday cards to specific month date ranges

Currently, the only available method for birthday cards is to export a report and use the CSV to do a Word Mail Merge and print to mail cards. This is needed for email ability. Need to be able to send birthday emails to customers.
Guest almost 4 years ago in General 0

User would like entries in the negotiations tab to display chronologically

In the "Negotiations" tab, entries will not sort properly by date. For example, when sorting newest to oldest, it will sort each year newest to oldest, but does not place the entries in different years in the proper order. This makes it frustratin...
Guest over 3 years ago in General 1

Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP

Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP - this would happen when you close the folder in Neos.
Guest almost 2 years ago in  0

Remove the calendar from the records date input bar

Trying to type in a date should not be this tedious - anywhere. Have to backspace or have a calendar pop up that is literally years of clicking through is just... tedious.
Guest almost 2 years ago in  0

ability to save multiple emails at a time from outlook to Neos

Ability to save multiple emails at a time from outlook to Neos. and the .msg going from outlook to the case folder without having to create a new folder . This was a feature in trialworks where you could open the .msg in outlook and was promised f...
Guest almost 4 years ago in Messages 0

Direct Scan to a Case without Automatic Folder Naming

At the moment, the only way to scan directly into a case is if there is a default document path set for that case. This is only set by the auto folder naming feature and there is no manual way to set this. If a case is selected for scanning that d...
Guest over 4 years ago in General 1

Changing the Start/End Date Behavior in Reports

Currently, if you select an end date and try to change it the filter will mark the second selection as the start date. The filter should allow us to reselect the end date without it changing the start date upon the second selection.
Guest almost 2 years ago in  0

Bulk Update Repeating Days on Checklist Items

Adding a bulk update for repeating dates in checklist items would allow for easier editing of primary checklists
Guest almost 2 years ago in Checklist 0

Excel - allowing for the use of excel within the program to include tags

This will assist firms in being able to document code their very own settlement statements or other documents that require calculations with a total
Guest over 3 years ago in Document Generation / Integrations 0

Calendaring from an Intake

Calendaring from an Intake does not pull the parties name, it requires you to search for the party. Should work like calendaring from a case, pulling in the party automatically.
Guest over 3 years ago in General 0