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Reschedule Calendar appointment populates option to assign new date

In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.
Guest about 3 years ago in General 1

Please add capability to attach files or links to calendar events. It would be incredibly helpful to keep our calendars efficient.

No description provided
Guest about 1 year ago in  2

A new layout manager field that acts as a note/static text.

In layout manager, there should be an option that allows for static text. As of now, there is no option that allows you to leave text that does not have a checkbox, text box, etc. Firms are looking to add notes to a few sections.
Guest about 1 year ago in  1

add case name column to browse documents tab

for bulk download purposes, it will be useful to know which case/provider the documents are assigned to
Guest 6 months ago in  0

Neos - Options for more colorful displays/themes

Users would like the option to add more colors to the all around display of Neos to make it brighter. Maybe have different display themes for users to set up on their specific profiles.
Guest over 2 years ago in  5

Case Calendar Tab view and printing

it would be nice for staff to be able to see a Case Calendar in the view of an actual calendar or to be able to export it to a calendar view to save as a PDF or to print.
Guest over 1 year ago in  2

Add ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest about 1 year ago in  0

Are their plans to bring back the Quality Assurance aka CRM tab capabilities?

From time to time our firm plays around with the idea of bringing back the Quality Assurance or CRM tab capabilities it seems to me that this could easily a module like the intake solution in order to help Neo's customers have a better understandi...
Guest over 1 year ago in  0

Alerts for Date of Majority

Oftentimes our teenage clients reach the age of 18 during the pendency of the case. Would be nice to be alerted/notified when "our client" "minor" reaches majority.
Guest 3 months ago in  0

Ask to SAVE

Instead of asking if we want to LEAVE a screen, just ask if we want to SAVE so we can say, "YES" and move on.
Guest over 1 year ago in  2