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Neos Checklist multiselect notes and mark done

Please add the ability to select several checklist items at once and mark done, even if they have child items attached. If you are working on several cases there are many instances where you want to select several items to make done. Currently if ...
Guest over 3 years ago in Checklist 1

Neos Calendar Quick select appointment duration

Please add an ability to quick select an appointment duration from a dropdown or a select box (ie. 15m, 30m, 45m, 1hr). The default is 15 mins which has to be calculated manually, this would make appointments quicker to schedule
Guest over 3 years ago in General 0

Adding More Columns to Standard Dashboard Reports

I use the report view of the dashboard charts for my attorney fees. I came across an issue where if two value items have the same values for all columns of the report then it will only show one on the report. The dashboard value seems correct but ...
Guest 11 months ago in  0

New search criteria for Advanced Search/Reports that show what changes were made by each staff in any case

This criteria should show what changes were made by any/specific staff on any case and should show what exact documents were changed if applicable. The new search criteria could possible pull from the activity feed of each case as the information ...
Guest 11 months ago in  0

Add sorting capability to folder view in Neos

We are just now migrating over to Neos from Needles. I can tell you that the document management side of things is way differnt than we are used to and also more complicated. In traditional Microsoft explorer, folder views, you can do so much. It ...
Guest over 1 year ago in  0

Implement "copy to other case" button or check box within notes

Instead of having to click on a message and go to the drop down list to have a message copied to another case, would it be possible to implement a button or check box within the note we are currently typing? It takes out a few extra steps and woul...
Guest over 1 year ago in  0

Ability to link claim information on Insurance tab to Value tab

Currently on User Defined tabs can be sent to the Value tab. This should also be extended to the Insurance tab as Claim Information fields are being used for Settlements.
Guest over 2 years ago in  1

Update the "Known Issues" page on Needles 5.0 support

It would be helpful to have the list of Known Issues updated as a time saver - I had several issues this week and almost all of them were known issues. However, it took some time with the tech support rep to go over the issue, look for fixes, then...
Guest over 3 years ago in General 0

Change Checklist Automation to Case Specific

Add the ability to add checklist automation to a specific case instead of the automation being spread to the checklist item in every case with that checklist item.
Guest over 1 year ago in  0

Add ability to make case/document field inactive

Currently, if you add a new UD field to a layout and after some time you want to make it inactive, there's only the ability to delete. However, deleting the field will also lose the information stored. Would be nice to just be able to mark it inac...
Guest over 3 years ago in  0