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Needles 5.0

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More "Bulk Action" options in Case Docs (Party and Tags)

Currently, "Bulk Action" in Case Docs only lets you change the date, category, type, and staff created. You should be able to bulk change any document detail, not just those 4 (which seem to be somewhat random). Specifically, I need to be able to ...
Guest over 1 year ago in  3

New Note tab on Checklist item - add to regular "notes" list as well

make it so any note added at the checklist level is duplicated to or has option to be added to the regular "notes" folder
Guest about 1 year ago in  0

Being able to add CV and Reports under the WIT/EXP/DEPO Tab

Having the CV and Expert Report under the named expert would be very helpful.
Guest about 1 year ago in  1

Notification Sound

Play a notification sound when a new message is received. In Needles 4 when a new message was received you would hear " You have a new message". I never thought I would miss hearing that...but I do.
Guest about 3 years ago in Messages 1

Neos - add more cases to the recently accessed list of cases

Sometimes I need to see a case that I access longer ago and showing maybe 10 cases instead of 5 in my recent list would be very helpful.
Guest about 1 year ago in  0

Mass Update checklist and deadline codes to enable Reminders

We need a way to make a global change to specific checklist/deadline codes to enable reminders on these items so that our NEOS users get these reminders without having to set up each and every one themselves. Preferably this would assign reminders...
Guest about 1 year ago in  0

Integrate with HubSpot

Would be nice to search HubSpot Contacts and import into Neos Intakes
Guest 2 months ago in  0

NEOS - Cross-Tab Linked Fields

It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.
Guest over 3 years ago in General 0 Future consideration

Turning off Notifications after a Case is closed

Add a feature that turns off all reminders for cases that are closed or settled.
Guest over 1 year ago in  0

Neos Pro Workflow automation send email TO: Staff Role

In the Neos Pro Workflow automation sending emails option the TO: field should be able to email the Staff Roles. Also, these emails should get posted automatically to case notes?
Guest about 1 year ago in  0