Request templates should launch from Records Request Tab directly.
It would be much more efficient to launch the requests directly from the request entry, rather than entering the request and then generating from the case docs tab.
Having the ability to open word docs directly in the desktop app.
Law office of Dean Boyd wanted to be able to open word documents in the desktop app instead of a new tab. There is a setting in word you can set to decide how to handle hyperlinks, but it doesn't work on Neos but does work on SharePoint. This woul...
Can we just eliminate this altogether? In this day and age, it's probably best to address client letters without a prefix at all. "Dear John Smith" or "Dear Mary Smith" is really all you need. If the prefix isn't selected in the name details on th...
For some reason someone decided it was a good plan to change the layout of the party tab in last nights update. WHY?? It was perfect before. Please change it back!
Our firm would like to have the ability to calculate interest on individual value items. This would save us time so that we do not have to calulate this manually outside of Needles when creating these items.
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.
Companion Case Screen Should LIst Date of Loss, not Case Opened Date
It would be way more helpful to have the date of loss listed on the Companion Case Screen instead of the Case Opened Date as many dual-crash companion cases were opened on the same date.
Mentions in provider notes should work same as case notes
Our firm would use this a lot for pricing out vendors like court reporting agencies and other administrative work where we are communicating inside the office on updates and info gathered relating to providers or contacts NOT specific to a case. I...
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