Ideas & Enhancements
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Needles 5.0

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Cloud - Set Default Search

Would like to be able to set what the search defaults to. All is the most useful and it would be nice if it defaulted to that.
Guest about 4 years ago in General / Search 0

Integrate with Ring Central

Would be great if Neos would seamlessly integrate with Ring Central and allow users to select Ring Central as the phone app.
Guest over 2 years ago in  0

Import and Merge New Fields To Existing Providers

It would be nice to be able to import a CSV and have it update information to current providers. Example: Add in missing salutations or company names.
Guest 10 months ago in  0

Button to Associate Contacts with Case through Address Book or Related Contacts

Since you can access Related Contacts in a case, it makes the Case Contacts partially redundant. However, without that tab, there is no way to add contacts to a case. There should be either a way to relate additional contacts to the case through t...
Guest 10 months ago in  0

Change Received From field in exported QuickBooks items

When exporting items from the Neos Integrator to QuickBooks, the listed party on the items always matches the primary party from the Neos Case. Once imported into QuickBooks, these transactions list as having been "Received From" this primary part...
Guest 10 months ago in  0

Dictation available in Notes

having the option to dictate in Notes would be helpful
Guest over 2 years ago in  2

The dropdown menus are too small and don't show the entire name. The dropdown column should be as wide as the widest line.

See photo
Guest about 3 years ago in General 0

NEOS: Automatically create case event with LIM date so that it can be pulled into calendar reports

We need this to occur so that we aren't duplicating efforts within the platform and potentially missing SOLs that are not automatically pulled to attorney/staff calendars. This would also help immensely with reporting options for case-related dates.
Guest about 3 years ago in Checklist 0

Neos - After Sending Message From Case, close out back to that case (currently closes to closest tab)

When sending a message from a case, the new message tab opens, then once it is sent, the tab closes and will then open the tab directly next to it, instead of the case you might have sent the message from. When sending a message from the case, onc...
Guest about 3 years ago in General 0

Change default attachment format when emailing in Neos to "Link" (from PDF)

When emailing a document in Neos, the current default is to email it as a PDF. 95% of the time, I am having to change it to Link (which, I think, used to be the default). Often, I forget to do this, and have to resend emails with the proper link. ...
Guest 10 months ago in  0