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Merge templates: Tagging for multi-party/provider when a firm migrates from Needles

When converting codes to tags for migrating firms, we should also look at the prompts as outlined in Needles to create the identifier/prompt in the Neos tag. Add the identifier designated in Needles to identify the prompt. For example, "Select Cli...
Guest over 2 years ago in  0

Include "Case Name" field in the Message layout

It would be helpful to include Case Name field in the New Message layout as there may be one client for several cases and it would help to identify to which case the message relates.
Guest 10 months ago in  0

Include client name on case note print out

When you print out a case note, the client name is not on it. I have to manually write it on there. It should include the client name on the print out.
Guest over 1 year ago in  0

Case Tab Class Code field should be automatically resized to accommodate the length of the selected Class Code

Creating a new Class Code that is longer than 3 digits is a new function in Needles 5.0. The field needs to be resized to accommodate this length of the Class Code. Example - Class Code is Taylor Management and Description is Taylor Management
Guest almost 5 years ago in  0

Print Value Summary with totals including all payments and adjustments as was in Needles

Our firm used this report for all cases during mediation and settlement negotiations
Guest over 3 years ago in General 0

Make the the Alt Case Number (firm case number) the default for reference instead of the Needles case number.

Everywhere, you can see as reference the Needles case number by default. It would be easier for our firm to identify our cases if we could see the Alt Case Number (firm case number) instead.
Guest over 3 years ago in General 2

Neos - When Emailing a Document, Pull the Merged Name's Email Address

When emailing a document from the document's tab, firm would like the ability to auto attach the email address of the merged name in the address field
Guest over 3 years ago in Integrations 0

Allow Document tags to be appended multiple fields come in one tag

For some documents, adding two tags changes the format. If you could add two fields in one document tag, that would assist in keeping formatting correct and include all necessary informationEx. One tag to include both a Provider's full name and ad...
Guest over 2 years ago in  0

Notes show from new to oldest. I prefer the old way of seeing notes. I click on it f or correct the ascending and descending format but it reverts back.

No description provided
Guest over 1 year ago in  0

Neos - Save how we have our Notes Sorted

As it currently functions, the notes tab always defaults to Newest to Oldest. Even when we switch this to what we need it to be, changing away from the notes tab and back again resets everything to the default of Newest to Oldest. Add functionalit...
Guest over 1 year ago in  1