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Sync the Time Tab and the Value Tab

When a billable time entry is added into the Time Tab it would be nice for it to auto-populate into the Value Tab to prevent dual data entry. Creating a bill from the Time Tab does not provide an expense breakdown for the law firm's client to see ...
Guest over 3 years ago in  0

Link to SharePoint from CaseDocs tab, not Case tab

Would be helpful to be able to access the sharepoint folder form the Case Docs tab, rather than having to navigate away to the Case tab.
Guest over 3 years ago in General 0

Time Entries - Ability of adding time entries when entering notes at the same time

Would be very helpful to be able to add a time entry when entering a note or completing a checklist item. instead of having to go to multiple places.
Guest over 3 years ago in General 0

Neos Calendar be able to right click select done or change state of calendar item

There is no quick way to mark a calendar item as done. You have to go into the item itself when that is not necessary. It adds more clicks and windows than should be necessary to quickly mark something done.
Guest over 3 years ago in General 0

Download individual files as a file and not a zip

When you download a file from the documents tab, it downloads as a .zip file. That is great for downloading more than one thing at once, but for one document it should really just download the document.
Guest over 3 years ago in General 0

Neos - Calendar Reports - Should Populate with Today;s Date

Calendar reports should auto populate with today's date, alternatively if the date is put in the start field the end field should be autopopulated with that date.
Guest over 3 years ago in General 0

Organize the format of the value items when generating document.

When generating document and selecting the value item it's being shown as 500$ and not professionally like $500.00 or if it was in thousands then $5,000.00 but shows thousands in 5000$.
Guest over 3 years ago in General 0

5.0 Online Help resource - Please Improve

Needles Version 5.0 Help - I rarely find what i am looking for in Needles' online help. The two issues I'm having are the search function not finding terms that i know are in there somewhere :-) and some info just not included at all. Here are exa...
Guest over 3 years ago in General 0

Ability to post-date notes

There are time when it is necessary to post-date a case note. Can only currently make a case note for current day or any day in the past.
Guest over 3 years ago in General 0

NEOS: Report that will show when the users logged into the system and when they logged out

The employers want to be able to track their employee and if they are clocking in accurately and as well clocking out. Or how much time they have spent inside of Neos.
Guest over 3 years ago in General 0