Ideas & Enhancements
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Downloading / printing all documents from a thread of emails.

The ability to print all attached documents from a thread of emails between Neos and outlook, as opposed to opening / searching for each email individually to download / print.
Guest about 1 year ago in  0

Message permissions per staff group

User would like the ability to set permissions for staff to view messages for other staff within the same staff group.
Guest about 1 year ago in  0

Needles 5 - Support for Spectrum Mobile and Needles 5 Integration

Rework Spectrum Mobile and Needles 5 Integration to allow for seamless text messaging and increased assistance scope for support to provide to users incase of issue.
Guest about 1 year ago in  0

Ability to Overwrite and Replace existing Primary Checklist

When copying a primary checklist for a case type, an option to overwrite and remove the existing checklist items would be great for creating new checklists for existing case types.
Guest over 2 years ago in  0

Neos - Checklist Summary Button - Should be exportable to PDF

The Checklist Summary that is generated from the button on the Menu bar should also be exportable to PDF (currently it only exports to Excel/CSV and users have to go to the Reports tab and run it from there in order to export to PDF)
Guest over 3 years ago in Checklist 0

Search Grid - Add "Staff 1" to Column chooser

Please consider adding "Staff 1" as an additional option in the "Column Chooser" list for the search results grid. We have only 1 attorney, so seeing the "Primary" role doesn't help us when it's always his name. Staff 1 will show us who the lead p...
Guest over 3 years ago in Search 0

select certain items to show on settlement summary instead of everything not 0.

Sometimes you get a check to pay certain value items ie 2 bills but there are 10 items total on the value tab. You have to zero all the other out or you have include them all and edit and re add them in word.
Guest about 1 year ago in  0

Create mass mailing lists for parties under specific attorney's.

The ability to create mass mailing lists of all clients on cases belonging to specific attorney's.
Guest about 1 year ago in  0

document generation tab option to rename the document in that section

instead of having to rename in docs tab after you generate docs
Guest about 1 year ago in  0

document generation tab keeps scrolling to right for each question to add

needs to fit to page view and if you cant see it on screen to expand below instead of a huge list to right
Guest about 1 year ago in  0