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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

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 almost 2 years ago in  1

Option to Make Multi-Party Document Generation Output One Document

If it is possible, could there be an option to allow multi-party document generation result in a single file with all the generated documents. Needles 4 and 5 had that functionality before and it would help skip loading each individual file.
Guest over 2 years ago in  0

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

Multiple texting threads for a single client

It would be helpful to add tags/subjects or split text conversations into multiple threads, so it is easier to go back and check the history for specific exchanges. I would like to be able to sort discovery-related texts into one thread, appointme...
Guest 11 months 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

Change the font size of a report

Add the ability to change the font of a report during export
Guest almost 2 years ago in  0

Security dashboard or report for our Neos tenant

Knowing that there is a robust security infrastructure that Microsoft Azure brings to bear for the Neos platform it would be great to have some insight into our Neos tenant security. A reporting or dashboard that we could provide to management/ins...
Guest 11 months ago in  0

Set Checklist Permissions

Make it so that a user cannot mark other user's checklist items DONE (permissions feature)
Guest 11 months ago in  0