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Neos Checklist Notes

Would like the ability to add notes to Checklist Items in Neos

Guest about 3 years ago in General 0

User would like to have a label on providers when searching to see that intake has been rejected

Instead of going in to intake manager and click rejected they want it to appear in the main search when looking up a client or provider.

Guest over 3 years ago in General 0

9 VOTE

Ability to Tag Neos Case in Outlook Calendar Appointment from a Shared Calendar

We need to the option to tag a case when creating an appointment in Outlook Calendar for a shared calendar we have editing rights to. Currently, we can only tag a case in Outlook if it is in our calendar and not a shared calendar. If we create the...

Guest over 3 years ago in General 1

9 VOTE

NEOS - Distinction in Search between Party and Provider

At a glance there is no distinction between a party and a provider when searching. You have to click on each one to get any information on the name.

Guest over 3 years ago in General / Search 1

9 VOTE

Neos - Values auto create DTF

In Needles 5, creating an expense and paying for the expense automatically created a DTF amount. In Neos, creating an expense and DTF are manual and different. If the user does not input everything properly AND then click the DTF box - which is no...

Guest over 3 years ago in General 0

9 VOTE

Neos: Ability to nest document attachments under their lead document.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.

Guest over 3 years ago in General 2 Already exists

9 VOTE

Add firm wide custom columns

want to be able to adjust columns that are visible per case type firmwide and still have specific users be able to modify what they want to see besides the default they see.

Guest over 3 years ago in 1 Unlikely to implement

9 VOTE

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 almost 4 years ago in General 2 Future consideration

9 VOTE

Cloud - Change User Interface/High-Contrast Mode

The default theme of Neos isn't the easiest to see for those who don't have the best eyesight or who may not have the best monitors. All of the tones of gray blend together and it becomes a bit jumbles. It would be nice to be able to customize the...

Guest almost 4 years ago in General 0

9 VOTE

Add BCC to Needles Messages

Guest about 5 years ago in 0 Unlikely to implement

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