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Needles 4- Send Notes to the time tab

It would be useful if we could send notes to the time tab to make entering time entries easier.
Guest about 2 years ago in  0

Cloud - Add Feature to notify Needles Admin

There would be libraries that might not contain an necessary entry. It would be a nice feature to add the ability for a user to make a request to the Needles Admin to add that entry. For instance, I am creating a Bankruptcy case and notice that my...
Guest about 4 years ago in General 0

Neos-Remove bulk action edit for multiple notes selected

Currently when bulk actioning multiple notes you can edit a note but it will override what was there. To prevent from overriding the same note on multiple items it would be better to not see the edit option.
Guest about 2 years ago in  0

Option to Have Staff Only See Documents They Uploaded

I would like an option in Neos to have staff only be able to see the documents they upload to cases. Currently, they can see all the documents in a case if they have access to the tab.
Guest about 2 years ago in  0

provider cards

When entering information on a provider card, specifically emails, it currently only allows fields in "type" that are created in the mini directory under "online accounts". It would be nice to have it sent up the way phone numbers and address are;...
Guest about 3 years ago in General 0

Calendaring: When entering a. new event in case calendar it should automatically invite all the people assigned to the case

It is such a waste of time for my scheduler to keep checking back and forth in the case tab to see which attorneys and paralegals should receive the invite. Specially when calendaring docket control order needing dozens of entries. Neos is not ver...
Guest about 1 year ago in  0

Allow attachments in Messages

How is this not a feature already? Or at least allowing documents in the file to be linked in the email! This way if my staff messages me "Please review this document" I can actually view the attachment or click on it rather than diving through th...
Guest about 1 year ago in  0

Increase character limit of User Mini Directory items

35 characters is not enough for some purposes. Also, right now if you exceed the character limit for a User Mini Directory item, you get an Internal Server Error when you try to save the User Mini Directory rather than a more specific error messag...
Guest about 2 years ago in  0

The Ability to Edit/Remove the Automatic Note from New Case Calendar Entries

Whenever a new case calendar entry is created, a small table with information on the case (case number, party, court, docket, etc) will be prepended to the Note section. This occurs even if there is something added to the note itself already. Plea...
Guest about 1 year ago in  0

Cloud - Add a url for search

Adding a URL to the search will give the ability for 3rd party applications such as RingCentral to run searches of the caller ID into our system. As an example, this is what is use for Salesforce: https://my.salesforce.com/search/SearchResults?sea...
Guest about 4 years ago in Integrations / Search 0