Ideas & Enhancements
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HAVE REQUIRED FIELDS BE ACTUALLY REQUIRED!

Assigning an attorney to a case field is REQUIRED, but Neos let's the file be saved and exited without an attorney. Why have REQUIRED fields that aren't enforced?
Guest over 2 years ago in  1

Can the red flag be larger when we click the down arrow

Can the red flag be larger when we click the down arrow
Guest over 1 year ago in  0

Add support for changing/multiple email domains

Currently changing email domains is catastrophic in Neos. It unlinks out outlook events and makes making changes to calendar entries impossible.
Guest over 1 year ago in  0

Add archive directory to Firm Preferences/Documents

We archive our closed files in a separate SharePoint directory, away from CloudDocs/CaseFiles. Need to be able to point Needles to that directory under Firm Preferences for "Archived Cases" (for example), so that the documents are still available ...
Guest over 1 year ago in  0

Quick Fill Texts - Limit Access by Staff

The Quick Fill Text list is getting very lengthy - we would like to limit what options the staff see by staff member and/or department. So the SS department can only see SS related Quick fills, etc.
Guest over 1 year ago in  0

Add a scroll function to text directory

In the texting screen, the directory for previously generated texts will extend past the visible screen if there are enough options, with no way to view what is above without zooming the screen out. A scroll bar would counter this.
Guest over 1 year ago in  1

Neos - Service Dates - Autofill the Second Date

When selecting the first service date, if the second date could default autofill with the same date as the first this could streamline the process of adding new value items to the value tab. User would like this set up this way and make changes to...
Guest about 3 years ago in General 1

Needles today should auto refresh itself or at least prompt a refresh

Needles Today doesn't prompt you to refresh or update after you've made a change. You have to close it out and reopen to have a checklist change reflected. Previously, it would allow you go Save or give you a response to refresh the screen. Now th...
Guest over 4 years ago in General 1

Neos - allow the order of the parties to be changed after selecting a case to tag a message to

It's possible this behavior is evident in other areas, but is right now most noticeable when sending a message and using the case search. After clicking on the case, it opens a party selector and defaults to the first party added to the case. In s...
Guest about 3 years ago in General 0

Ability to have multiple company addresses under firm preferences

Ability to have multiple firm addresses and be able to select them to tag letterheads for different attorneys when creating the doc from template
Guest 9 months ago in  0