Ideas & Enhancements
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Add Ability to Sort by Client Name in Messages

Users like to sort by client name in messages. This was something they could do in 4.
Guest almost 5 years ago in Messages 0

Cloud user would like to add a sign out prompt when close out of neos.

Cloud user would like to add a sign out prompt when close out of neos. They want to make sure everyone is signing out when new updates/ builds are pushed. Are you sure you want to sign out when click x on the browser view
Guest over 3 years ago in General 0 Unlikely to implement

alphasights

AlphaSights is a next-generation information services firm working alongside the world’s leading investors, strategists, and decision-makers. From its four global knowledge hubs in London, New York, Hong Kong, and Dubai, the company connects its c...
Guest about 1 year ago in  0

NEOS - Document Display Name

It would be nice if there was a display name that could be quickly edited for a document rather than having to reupload the document with a different file name to change what it is displayed as.
Guest over 3 years ago in General 0

Documentation on Report Writing

Some guide for end-user writing user defined reports for Needles 5.
Guest almost 5 years ago in General 1

Advanced Search - Add column for Age at DOI

To me this seems like a simple calculation and should be an available option or column in Advanced Search.
Guest about 1 year ago in  0

Direct Message from a List Entry with information from that entry

We have a list tab that is used by our Investigator and would like to be able to message from a specific list entry on the case to another Neos user with specific information from that entry. Essentially we would want to Add 'Send Message' under t...
Guest about 1 year ago in  0

Transfers on RingCentral

When a staff member transfers a call to voicemail, it will show up on the communication page so that the admin can see if calls are being send to voicemail or not.
Guest over 1 year ago in  0

Needs the Header to print on LIST tabs as they did in Needles 4

Printing the Records tab or Witness tab or another LIST tab won't print the case header as they did in all previous versions of Needles. They want that back, or wants an option to print the header when they print such a list tab.
Guest about 5 years ago in General 1

Neos - Add ability to select All Staff to intakes

In Needles 4, you could click a button that says "All Staff" under intakes. This would allow you to see all staffs intakes quickly. In Neos, you have to click on each staff members name to see the firms intakes. Should be allowed to see staff grou...
Guest almost 4 years ago in General 0