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Be able to use the “tab” key to move to the next entry box

Is there any way that we can get them to make it where we would be able to use the “tab” key to move to the next entry box? Right now, if you use it, it will erase the information you’ve entered into your current entry box. This is especially frus...
Guest about 3 years ago in General 0

Neos/Needles 5 - Allow additional genders to be added to the Gender select in the party tab

Currently the genders tab only allows for three genders to be used, Male, Female, and unknown. Due to the evolving needs of our users and their clients, an adjustment is needed to this to allow for the inclusion of additional genders, either as a ...
Guest about 3 years ago in General 0

Bring back the CASE STATUS or a report similar to the information provided on case status.

The Case Status provides the attorney a summary of the case at a glance. The following information is needed at a glance. Color Liability A/D Date of liability Damage rating for PD , both defendant and plaintiff Sorriano issues Limits PD $ value T...
Guest about 3 years ago in General 1

Neos: Ability to remove permissions to specific reports

Currently in Neos, you only have the ability to restrict access by report category, but not by specific report. This was functionality was available in Needles 5.0 and would be useful to see again in Neos as well.
Guest about 3 years ago in  1

Neos: Quick Text drop-down not easy to see whole list

In Neos, if there are multiple options on the Quick Text drop-down and do not know the names of the subjects to start to type in information, it's almost impossible to scroll through the list unless you have a mouse with a scroll wheel. Would be n...
Guest about 3 years ago in  0

is there is a quick way to implement milestone update messages for case managers to quickly send to clients?

No description provided
Guest about 3 years ago in Messages 0

User would like to be able to have a needles archive folder in SharePoint for their old cases

User would like to be able to have a needles archive folder in SharePoint for their old cases. and to be able to point all their old documents to it as well.
Guest about 3 years ago in General 0

Allow Customization of List Providers Pane

Currently, inside of Neos, the List Provider Usages pane is static and allows for zero customization. In some instances, the firm may wish to have the case id or other information about the usage of the provider on that case. It would be extremely...
Guest about 3 years ago in General 0

Neos - Change Notes Spacing to Single-Spaced

Neos - Change Notes Spacing to Single-Spaced - it is currently double spaced
Guest about 3 years ago in General 0

Birthday data merge

The new Needles 5 does not allow us to sync client birthdays by the date it comes up alphabetical. We send cards and it would be easier if it did like before and showed up numerically.
Guest about 3 years ago in General 0