Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2712 of 2712

Email Signature with same options as on outlook

The email signature on needles is very rudimentary. I cannot adjust spacing between lines. I cannot add our logo in jpeg format (or any other format). Basically, the email signature on neos should match my signature on outlook, but this does not s...
Guest about 2 years ago in  0

Neos - DTF Toggle Settings

The DTF Toggle, Would like there to be a way to select the default setting per user for the toggle to be on or off so that when transactions are added DTFs are not mistakenly made.
Guest almost 3 years ago in  1

Dashboards and reports cannot pull multiple checklist statuses.

Currently firms have to run two separate reports or have two separate dashboards if they are trying to pull information on checklist items with different staff codes. For example the dashboard "Checklist items by staff assigned" that is native to ...
Guest about 3 years ago in Checklist 4

Add a reply/delete button for messages

Add a button when opening or previewing a message that would open a reply window and, when that reply is sent, automatically delete the message from your inbox.
Guest over 3 years ago in Messages 0

Neos - Notes - Add ability to Filter Note Topic Drop Down

Firm has many Note Topics. Firm would like ability to filter/search Note Topic Drop Down when Adding a Note and when using the Filter option on the Notes tab to search for notes
Guest over 3 years ago in General 1

Cloud - Outlook Contacts Sync

In Needles 4 there was a functionality to sync your providers and parties from Needles into your outlook contacts. It would be nice for that feature to make a return.
Guest almost 4 years ago in Integrations 0 Future consideration

Tag an email to multiple cases

The reason this is necessary is they get updates from firms that they refer cases to on all the cases on a monthly basis or so - the emails give updates on hundreds of files, which currently means they have to go through the process of manually ta...
Guest about 4 years ago in General 1

Add the ability to have case header go back to "Open" from "In Litigation" when the auxiliary checklist items are not marked open

Many cases go in and out of litigation, and there is currently no way to remove the "in litigation" from the case header without deleting all auxiliary checklist items that are marked as litigation in settings. There should be a way to manually re...
Guest 7 months ago in  1

Neos - Electronic Filing - We need to be able to save documents directly from the Court system website to the case within Neos.

It is very cumbersome and takes up unnecessary server space to have to download the documents from the court website locally, and then drag and drop into the document tab in Neos.
Guest 9 months ago in  0

attaching documents to an email thread or new calendar event

There needs to be a way to attach a document to email that is in your inbox already or a calendar event. It shouldn't be that I can only send an email with an attachment that I create myself on the neos website. Right now, if I have to respond to ...
Guest about 1 year ago in  1