Ideas & Enhancements
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Neos- Ability to have Trial Organization and Trial Presentation Functions

Neos should add the ability for Trial Presentation and Organization. This would allow the users to organize timelines of facts, allow links to exhibits/documents/transcripts/ etc.
Guest over 3 years ago in Integrations 0

Cloud User would like to be able to select multiple value code from subtotals instead of going in to reports

Cloud User would like to be able to select multiple value code from subtotals instead of going in to reports. When they go in to value tab and click subtotals their is not select feature.
Guest over 3 years ago in General 2 Already exists

Cloud user would like a recover case note option or if someone accidentally deletes them

Cloud user would like a recover case note option or if someone accidentally deletes them. They would like a button or function to go back and recover deleted notes
Guest over 3 years ago in General 0

NEOS - Calendar Status on Needles Today

It would be useful to show the status of a calendar item on the Needles Today listing for it. This could be enhanced by removing anything from the Needles Today screen with a status of "Done."
Guest over 3 years ago in General 0

Cloud - Add Visual indicator showing Report has been edited from defaults

Add a visual indicator that would show that a report has been edited from the Report Editor. This would allow a firm to know when reports were missing their own custom filter setup.
Guest almost 4 years ago in General 0

Neos/QB: Restrict Account Listing

The quickbooks integration currently lists EVERY account in the company file. We should be able to select the "user-facing" accounts, for privacy and security purposes.
Guest almost 4 years ago in Accounting Integrations / Integrations 0

Needles Today: Show Future Items

Needles Today can only view items that are either overdue or due today. It would be great if we could see 30 days ahead in Needles today, just to see what is coming up.
Guest almost 4 years ago in Checklist 0

Cloud: "Attach Files" add-in feature - Request to Accelerate

Per David Cohen at Cohen Kolodny Abuse Analytics: "We get emails with attachments non-stop, all day. The lack of this feature is creating difficulties with our document management and enabling it, would resolve those problems. I would imagine that...
Guest almost 4 years ago in Messages 0

Neos: "Add" button available when value item is open.

Would like an "add" button pinned above the opened value item, so that we don't have to back out to list view to add a new value item.
Guest almost 4 years ago in General 0

Notify Multiple Staff when a Note, Message, Calendar Event

Tag another user in a note upon saving, which would give the tagged user a notification or message about that note. - Tag a case/send a message from a case which auto-populates the case information in the message (this was a feature in a previou...
Guest almost 4 years ago in Messages 0