Ideas & Enhancements
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Neos - Add back the ability to use Bulk Actions to Mark as Read in Browse Intakes

When you import intakes, they all come into the Browse Intakes screen bolded. The only way to change the bolding is to open each intake individually. When importing a large number of intakes, there is not always a need to open/view each intake but...
Guest about 2 years ago in  0

Mailchimp integration needs a bulk add feature

The Mailchimp Integration (or perhaps the mailing list integration) needs an option to bulk add parties or providers into the mailing list instead of typing in each one to the mailing list search.
Guest over 1 year ago in  2

Removing the requirement or selecting the time increment or if you could add quarter of the hour increments

Without this it will throw off case totals on our reports
Guest about 2 years ago in  1

Texting Function from the Notes tab

Texting from the Notes Tab using a Specific Note Topic. Send Text. Client Replys and automatically Posted to the case. Cooper Hurley was using 3rd party to text using Needles 4. They did not know that Needles 5 texting uses Outlook and you have t...
Guest over 4 years ago in Integrations 0

Multiple emails, notes, documents open at one time

Preparing reports for adjusters and others often information is spread across various documents, emails, notes and having them open one time in order to draft a cohesive report is much easier than open and closing and relooking for another documen...
Guest 9 months ago in  0

QB online doesn't push back the check number back into the value tab

Along with the other QB online issues that have been reported as needing fixed (Description automatically going into memo line/ Automatically elect to print later) -- The QB online doesn't automatically send back the printed check number into the ...
Guest 9 months ago in  0

After you edit document details in Case Docs, I don't want to be brought back up to the top of the document list

Because there are so few "bulk action" options, I have to individually edit most documents that get put into case docs. After you edit a document's details, Neos brings you back up to the top of the page/list of documents. I want it to stay where ...
Guest over 1 year ago in  0

Is there any way for Needles to save my place in the chronology of Needles Notes instead of kicking me back to the first note in the stack when l exit the last note I am in?

This seems like software engineering 101 to me. The way the product works now makes it incredibly difficult to review the status of a litigation in Notes, which is too bad since that is actually the purpose of having Notes
Guest over 1 year ago in  0

NEOS: Default Calendar Status When Inputting Items

It would be nice if you could set a status for the calendar to default to when you are adding a new item.
Guest over 3 years ago in General 0 Planning to Implement

Ability to Add Driver's License in Party Tab

We need the ability to record the client's driver's license number in the party tab in case view.
Guest almost 3 years ago in  0