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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

The needles messages sent to our e-mail should state case name, from, and then first line of the message

The needles messages sent to our e-mail should state case name, from, and then first line of the message in the e-mail preview instead of simply "DoNotReply-NeedlesCloud-Message Updated" - - this way we'll know what case the e-mail is about. Also ...
Guest over 1 year ago in  0

Settlement Calculator - transactions

The Settlement Calculator should be able to pull from transactions on Value items to help calculate accurate amounts.
Guest over 1 year ago in  0

Share/send neos-linked document to a pre-existing e-mail thread.

The only way to share a document on Neos is to start an entirely new e-mail chain. I need to be able to share a document with an already existing e-mail chain. I don't want to send a copy of the document--I want the actual document that is linked ...
Guest over 1 year ago in  0

Ability to add default values to fields in case and intake layouts

For many of our fields, they would have a default value for every case or intake. The ability to set that default in the layout would help so it is never missed or needs to be entered. For instance we have a field for BI insurance, but if the fiel...
Guest over 1 year ago in  0

Calendar Events

Please give us permissions or the options to edit other's calendars such as attorneys. Anything that gets scheduled now says we do not have permissions to edit events of such attorneys no longer
Guest over 1 year 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