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Guest about 2 years ago in  0

forward multiple messages via bulk action

It does not appear to be able to forward multiple messages at once.
Guest about 2 years ago in  0

Desktop version (just like office 365)

Having a browser version is great, but it is also great to have a desktop version. Just like how office 365 is based in the cloud, but has desktop apps that fully connect to the browser version of office. It would be great to have a desktop app.
Guest about 2 years ago in  0

NEOS: Adding Hearing date to case tab should automatically prompt calendar event

It would be nice to be able to add Hearing dates etc. one time only. If we add a date to the case tab, a prompt (or something similar) should appear allowing us to simultaneously add it to the calendar rather than having to add it to both each and...
Guest about 2 years ago in Calendar / Case Tabs 0

Search function for note topics when tagging an email

For firms that have long lists of note topics it would be extremely hepful to search by term vs scrolling to find the topic.
Guest about 2 years ago in  0

Automation in Needles

It has been requested that automation be considered for things like SMS within the Needles platform.
Guest about 2 years ago in  0

Be able to close all open cases at once, any time.

Currently we're only able to "close all tabs" when we have far too many open at one time. Otherwise, when we have say 10 or so open, each one individually must be closed. Keeping the "close all tabs" button available at all times seems easy enough...
Guest about 2 years ago in  0

search results in alphabetical order and only the spec your request

when searching a name, the results return any name with those letters in it. I would prefer the old needles way. The results are not in alphabetical order. Would like to be able to customize this program to our needs. Would like the option to see ...
Guest about 2 years ago in  0

Copy/ paste with formatting

Currently if you copy a phone number from Neos it stores with out a specific format. Users would like to be able to copy and paste with formatting. For example: Currently it is doing the following, when you copy a phone number from party tab or pr...
Guest about 2 years ago in  0

List view showing all docs in client folder, not just recently opened docs

The list view only shows docs that were already opened. It should show all docs in the associated client folder. According to the Learning Hub, the list view is supposed to be "the real power for document management" and where we are to "spend mos...
Guest about 2 years ago in  0