Ideas & Enhancements
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Can you add Add to Mailing List to the Actions Tab inside the Intake and/or have the intake default to general mailing list

Trying to get back to functionality in Needles 4
Guest over 2 years ago in  0

Dashboard - Add Option for "Last Week" that is from Saturday-Saturday

Dashboard - Add Option for "Last Week" that is from Saturday-Saturday such as TrialWorks Has
Guest over 2 years ago in  0

Reordering the case sidebar tabs (Case, Party, Checklist, etc)

I know that in Neos we can disable specific tabs by case-type (via settings > case types> tab setup), but adding the ability to modify the ORDER of those tabs would be much appreciated!
Guest over 2 years ago in  0

Allow more staff assignments in Intake

We have more than one intake member assigned to the checklist items. In the current intake you only have the primary staff and no one else. We have an intake lead that has checklist items but she cannot do anything until it is made into a case bec...
Guest over 2 years ago in  2

Mobile View

Neos isn't mobile friendly. A mobile view would go a long way with making the attorneys in our firm happy.
Guest over 2 years ago in  0

Ability to Default Calendar View

In Needles 4, everyone's calendar view defaulted to our Attorneys Calendars. In Neos, we can't default to that view and it takes several clicks for us to get there each time. We would love this option. Thanks!
Guest over 2 years ago in  0

Neos: Staff Directory should have option to differentiate between My Profile and Others Profiles

To lockdown what's visible in Staff Directory, it is not uncommon to restrict full access to users. However, certain things are linked with the Staff Directory Enabled permission. With this being said, it would be nice to implement the ability to ...
Guest over 2 years ago in  0

Federal Bar Number

Our attorneys not only have a State bar number, but also a Federal bar number. It would be great to have a Federal Bar number field.
Guest over 2 years ago in  0

Allow exact searches to be an option

A user uses a provider often that is named SSA. When you go to search for SSA the search will pull every single name in Neos with the letter S S A in alphabetical order. So you will have to scroll through 50 names to find the actual provider that ...
Guest over 2 years ago in Search 1

Neos - Duplicates Check to Import Intake

When checking duplicates for importing intakes from a file, please add a check for the same case type and the same name. Leads are often received from a form the potential client fills out themselves where they may have mistyped a phone number or ...
Guest over 2 years ago in  0