Ideas & Enhancements
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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

User would like be able to an run an inventory report of all case for specific staff

We tried a couple different reports as in case listing staff assigned but she wants to see all cases from the old needles for a specific staff where they aren't primary in all cases.
Guest about 3 years ago in General 0

Search Grid should have 'Role' Column Chooser Option

Firm would like 'Role' (party or Provider) as an option in the search grid
Guest almost 5 years ago in General / Search 0

Allow Needles 5 to Auto-Save

Customer would like Needles 5 to have Auto Save capabilities
Guest almost 5 years ago in General 0

Text responses automatically post to cases in Needles

Customer would like text responses from clients to automatically post back to Needles
Guest almost 5 years ago in General 0

Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order
Guest about 3 years ago in General 0 Already exists

CSV import of time entries

We would like to be able to import time entries from a CSV file into NEOS to go to each matter.
Guest about 3 years ago in General 0

Neos - QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000
Guest about 3 years ago in Accounting Integrations / Integrations 0