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N5: "Cancelled" Status for Calendar Entries.

Per Andy, please ignore any "Cancelled" status entries when testing user's calendars for appointment conflicts.
Guest almost 4 years ago in General 0

N5 Improvement: Ignore conflict schedules on calendar entries with "Cancelled" status.

#88704: Per Andy, the logging of calendar event changes is changing the events to "Cancelled" status, which can be very confusing for the user. We should also ignore these "Cancelled" status entries when we're testing user's calendars for appointm...
Guest almost 4 years ago in Integrations 0

Cloud - Update reference from Office 365 to Microsoft 365

Microsoft updated all references to Office 365 to Microsoft 365 on April 21, 2020. All references within Neos need to be updated.
Guest almost 4 years ago in General 0

Cloud: re-order phone list for provider/party

Should be able to re-order the listing of phones on each party/provider.
Guest almost 4 years ago in General 0

Reports by Originating Attorney

It is useful for intake, case audit and marketing.
Guest almost 4 years ago in Auditing 0

Negotiation Tab Format

Ability to change & save the layout on the Negotiations tab. As on the Notes tab. Needles 5
Guest almost 4 years ago in General 0

Neos - Hovering over Notes body should provide body preview

To view a note body from the grid view of the Notes tab, you have to click or open the note. This takes away the ability to click on "New Note" without exiting the previewed note first. Chrome has a built-in functionality that allows to preview te...
Guest almost 4 years ago in General 0

Cloud - Limit Case Type Access ONLY When Opening Cases

There are many cases where it does not matter what cases employees look at, and even cases where they need to be able to access cases of all types, but I only want them to be able to open cases of certain types. I want cases of all types to be abl...
Guest almost 4 years ago in General 0

Cloud - Notification User has logged in

After the 5-26-20 update after logging into the program and the Needles Today screen loads the user sees a green notification window showing "Logged In". It is redundant to see this notification.
Guest almost 4 years ago in General 0

Cloud: Search Screen Results

#85083: Alexis Napier (David and Associates) When searching a client the search screen shows the city where the client lives. It would be most helpful to our practice if it showed the office that this case belongs to which we note under the case t...
Guest almost 4 years ago in General / Search 2