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Ideas & Enhancements
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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

Neos Dashboard - Allow to select Staff by Staff Groups instead of individually

When creating a dashboard by staff, i would like the ability to see the staff groups and add all members from a specific group at once as opposed to adding each staff for my dashboard individually.
Guest over 1 year ago in  1

User would like to be able to deleted inactive items from mini directories

On tagging events she says that they still come up the inactive items. She would like to have the able to delete them from the system
Guest about 3 years ago in General 0

Link Insurance Tab Dates and Negotiation Tab Dates to the Checklist

Firm would like the ability to link their Insurance Tab Dates (like 'Actual') and Negation Tab dates to the checklist and have them trigger checklist items
Guest almost 5 years ago in Checklist 1

Ringcentral integration

No description provided
Guest about 3 years ago in  0