Ideas & Enhancements
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Add Statute of Limitations column to Browse Intake view.

While I am viewing Intakes, it would be helpful to see the Statute of Limitation date. That way I could put clients with a close Statute of Limitations as high priority on which to work.
Guest over 1 year ago in  0

Cloud - Change Folder Naming Preferences

It would be nice to have some control over how the folders are named when they are created in Sharepoint like we had in Needles 4 and 5.
Guest almost 4 years ago in General 0

Ability to "Stay" a case and suspend or pause the Checklist

We have a large batch of cases that are currently stayed pending the resolution of a collateral issue, but checklist items are still appearing in the Needles Today tab, which can become a bit overwhelming. Right now, as far as I know, the only way...
Guest almost 4 years ago in Checklist 1

Emailing Documents - Attachment Type Order

Rearrange the order of the attachment types available (and label them) for selection when emailing out a document. Currently the order is - PDF - Link - As Copy. Would make the most sense to rearrange them based on preference of usage: -PDF - As C...
Guest over 2 years ago in  0

Ability to add total from columns to last row in list/table.

As a user I wish to generate totals for columns in a table/list so that I can automatically generate totals in my merge templates without the need for Word Mail Merge codes.
Guest over 2 years ago in  0

Cloud - Mass Update for Specific Staff Position

Would like to be able to complete a mass update for a specific staff position in Neos like you can in Needles 5.x
Guest about 4 years ago in  1

NEOS- User requesting vertical manipulation of columns on notes tab

Verticality in notes columns would allow at-a-glance review of note contents
Guest over 2 years ago in  0

A tab with a copy of heath insurance card. Front and back

Providers say they do have them. Also subornation
Guest about 4 years ago in General 0

Bulk link related documents

It is cumbersome to "relate" documents to one another. It would be nice if the "Bulk Actions" allowed you to link multiple documents at once.
Guest over 1 year ago in  1

Neos - DTF - Auto Populating Fields

In Neos when creating a transaction detail on a value item, you have the option to create a DTF. When this is created the memo line automatically fills with the provider's name, however the other information does not automatically fill in. Would l...
Guest over 2 years ago in  0