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Ideas & Enhancements

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Graphic Dashboard For each case within the case.

Graphic Dashboard For each case within the case.
Guest almost 5 years ago in General 0

Neos - Add notification for user/admin when the link has been broken between Neos and Office 365

When a user changes their Outlook password or 2FA needs reauthenticating they should receive a message to reactivate their email through the Staff profile.
Guest over 2 years ago in  0

Document Setup - When merging Address, Document Setup need to prompt for an address selection during the merge process

The firm wants to use one of those “other” mailing addresses for the document merge.If a firm has the ability to add an address, they will want the ability to use it for documents merge and reports.
Guest almost 5 years ago in  0

File menu date calculator is Anchored to the window and can't see dates in cases

The Date calculator from the FILE menu in Needles 4 popped up in a separate window overtop the case so you can still see and use the date fields. In Needles 5 that opens as a separate window and you can't see the case date fields underneath at the...
Guest almost 5 years ago in  1

Merge Parameter is needed for Party ID Code Description

Merge docs can show only the PARTY ID NUMBERS #1-6, But it can't display what it IS (usually race or handicapped status).
Guest almost 5 years ago in  0

Neos - Add the ability for the Value Category from the CASEEXP to write to Value Category in the corresponding DTF item.

By writing the value category to the DTF item, you are able to group the advanced expenses in the settlement memo and reports by the category.
Guest over 2 years ago in  0

Give more options to modify margins for exported advanced search reports

When exporting an advanced search report, there are few limited options for modifying the exported pdf. Please provide an option to allow the modfication of the margins to look closer to the legacy reports which are printer friendly as they curren...
Guest over 2 years ago in  0

Top 25 cases only showing in search

We have clients with more than 25 cases. The search only shows the Top 25, of which some of those top 25 cases are not even opened anymore. While some of our open active cases are not showing on the search list at all. We have one client in partic...
Guest over 2 years ago in  0

Archive Companion Groups

the list just keeps getting longer. would like a feature to be able to archive companion groups whose member cases are all closed, with its own permission checkmark.
Guest over 2 years ago in  0

Change Default Calendar Appointment Duration

Would like to be able to change the default calendar Start-End time? Right now, if you are on the Calendar, and you Add and Event, it will default to a time of 15 minutes for the appointment. However, if you are in the client’s case and go to Case...
Guest over 2 years ago in  0