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Ideas & Enhancements
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NEOS - Cross-Tab Linked Fields

It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.
Guest over 3 years ago in General 0 Future consideration

Employee Action Tracking

Audit on Employee actions above Audit Reports
Guest almost 5 years ago in Auditing / General 0 Future consideration

Neos: is it possible for the document generation display to go away after it generated

Neos: is it possible for the document generation display to go away after it generated. During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.
Guest over 3 years ago in General 0 Future consideration

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 over 3 years ago in Integrations 0 Future consideration

Records Status Tab

In the Records Status tab, would like to have it so that we can add multiple notes and be able to see them line by line (one line per note - like in the values tab) Right now, there is 1 line for notes, and to read all notes added you have to scro...
Guest over 3 years ago in Messages 0 Future consideration

Neos: Ability to "pin" documents to the top of the grid in Case Docs tab

rather than having to drill down/sort, would like to be able to pin important or in progress documents to the top of the list for easy access.
Guest over 3 years ago in General 1 Future consideration

NEOS - Multi-Select Case in Search

The example here is that I would like to copy a note to a few different cases. There is no way for me to do that short of searching and copying to the cases one at a time. It is just tedious.
Guest over 3 years ago in General / Search 1 Future consideration

User would like to be able to save a note in a case notes and not have it revert to the list view

User would like to be able to save a note in a case and not have it revert to the list view. User would like to save in the case note and not have to reopen it from the list view.
Guest over 3 years ago in General 1 Future consideration

Being able to send documents to other parties in the case just like note tab.

When you are in the note tab and and viewing the note you click action > email note to contact your able to send the note to the other parties in the case. The user wants to be able to do the same with the document tab rather than copying and p...
Guest over 3 years ago in General 2 Future consideration

Remove characters around case number placed in note field of calendar event

When adding a calendar event and attaching a case to it, upon saving it the case number is placed in the notes field with " ~*~*~*~*~* " above and below it. May this be removed so when viewing it from list view you may only see the case number? Im...
Guest over 3 years ago in  1 Future consideration