Ideas & Enhancements
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Needles 5.0

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Function to mass update multiple case types at the same time or push a change to the same tab to multiple cases.

This would save massive amounts of time and ensure a case type an update should apply to wasn't mistaken missed because the user had to update 10 case types and missed one.
Guest about 1 month ago in  0

Email Font/Size/Color - Ability to change Neos' email default setting in Staff Profiles

Writing styles are very personal, and this extends to how our emails look and present to the reader. With Neos being a highly customizable program with an integration to Outlook--which is highly customizable as to theme fonts, size and color--it w...
Guest 4 months ago in  1

Apply Only Intake and Unphased Checklist Items to Intake Checklists

Intake checklists currently import all of the checklist items from the Primary Checklist of a Case Type regardless of the phase. Intakes also only allow only one staff member to be assigned at a time, for Case Types with more robust checklists, th...
Guest over 1 year ago in  6

Include (or allow option of) contrasting color schemes

All fields, tabs, screens, etc throughout Neos are the same washed out white/pale gray, minimal color scheme. This makes is hard to visually differentiate various fields. Fields of greater importance, or which need to be accessed more often, could...
Guest 2 months ago in  0

Due date on a checklist item should not change to the current date when marked completed

The "due date" should be maintained and another column "date completed" should be added. It is important to be able to see that original due date without having to go to the activity feed to view the change.
Guest 11 months ago in  1

Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
Guest about 4 years ago in  13 Planning to Implement

Neos - Ability to add Neos documents to an existing email chain.

Currently, emails can be sent from Neos to include documents from the Documents tab, but we cannot add these documents to existing email chains. It is important to keep the history of the conversation, as opposed to creating a new email each time ...
Guest 9 months ago in  0

Neos: Email Tagging - Also show if the attachments were tagged to the case

While in Outlook, you can see what case an email was tagged to, but it would be better if we could also see that the attachments were tagged to the case.
Guest 5 months ago in  1

If you are in the text message thread, you should have an link to the client's case.

This panel should have a way to go directly into the case from the text thread.
Guest 5 months ago in  0

QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field

When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...
Guest over 1 year ago in  1