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Sync needles contacts with outlook contacts in 5.0

When I am outside the office, I do not have access to contacts unless they have been manually added to outlook. A sync as was available in 4.0 would be very helpful to attorneys who are not in the office very often.
Guest over 4 years ago in Integrations 0

Mass Update User Defined Fields

Would like the abiity to mass update user defined fields in the case tab. Used to be able to mass update user defined fields in Needles 4.
Guest about 1 year ago in  0

NEOS - Save As from Word

Would be nice to have a "Save As" function on the word addin to save a document directly into a Neos case.
Guest over 3 years ago in Integrations 0

NEOS - Checklist Summary Dates Interaction

Checklist summary dates are not easy to work with anymore. You used to be able to tab through them or type over them. Now not only can you not tab through them, but you have to delete the contents of the field before you can type a new date. Just ...
Guest over 3 years ago in Checklist 0

Ability to Manage documents in bulk after Generation or Upload

Manage mulitiple documents in a case if they have been typed,categorized or tagged incorrectly or have not been,an quick way to organize case documents, especially usefull for ex Needles users
Guest about 1 year ago in  0

Add a warning / halt the ability to type when reaching the character limit within the Type field of the Party Tab.

As it is currently, despite the character limit of 20, the Type field within the party tab allows you to type more than 20 characters and will not warn you if you've reached the limit. When saving above the character limit, the data is lost. There...
Guest about 1 year ago in  0

Outlook Calendar Time Increments

The calendar setting should mirror the Outlook settings. Currently the default appointment is set for 30 minute increments in Outlook, but NEOS only allows for 15 minute increments.
Guest about 1 year ago in  0

PIP Value as incoming instead of owed money

If you submit an amount under the PIP coding it subtracts the amount from the total. Instead, it needs to show like the SET code where it indicates positive funds.
Guest about 1 year ago in  1

Save Column Sorting with User Defined Items

Anytime I sort columns and try to make user defined items as columns, once I exit out of Neos, the columns reset and I have to sort through everything again to get what I need. This eliminates the usefulness of being able to select columns that we...
Guest about 1 year ago in  0

Layout Manager: Allow editing field names and their substance

We should be able to edit an already created field when in the layout manager. Perhaps they can be thrown into a Directory or User Mini Directory. Additionally, we should be able to edit and change whether a field is a drop down, Y/N, monetary, se...
Guest about 1 year ago in  0