Ideas & Enhancements
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Needles 5.0

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Filtering Dashboard by "Our Client"

Would like the option to filter dashboards by "Our Client" checkbox on the party tab.
Guest over 3 years ago in General 15

Neos - Drag & Drop Documents - Allow for name change

Allow the ability to change the name of the document when dragging/dropping to the docs tab
Guest over 3 years ago in General 8 Already exists

Case Dates should automatically trigger a Calendar Entry

Most case dates require a duplicative entry to add it to the calendar as well. This should be an automatic option which would serve all firms. For example adding a trial date in case dates should automatically add a calendar entry for that trial date
Guest over 1 year ago in  1

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

Neos: Ability to print or export items from Sent Messages, to include the whole message

It would be very helpful to be able to print or export messages from the inbox (any folder) with the full contents of the message.
Guest over 1 year ago in  0

Certification of service Paragraph - counsel name

Since the update in June, defense counsel name is appearing improperly. The name is now appearing last name first, first name last. This working fine before the release and when I called in it (thinking is was a glitch with the update), I was told...
Guest over 1 year ago in  2 Planning to Implement

Ability to rearrange the phone numbers in party tab

As majority of parties have multiple phone numbers, it would be easier to have the ability to rearrange them based on the best # to contact. The top # is what appears when you send a message to call someone so being able to move the best contact ...
Guest almost 4 years ago in  0 Already exists

Neos - Rescheduled Calendar Items

Similar to NEED50-I-520 However, would like for Neos to have the option to leave an item on the calendar to mark the original calendar item that has been rescheduled after having rescheduled the event item. Updating the former entry as rescheduled...
Guest almost 3 years ago in Calendar 2

Add in notes column to default checklist dashboard

Add the option to display the notes column in the default checklist dashboard
Guest 2 months ago in  0

"State" Dropdown in the Case Tab

One feature that would be beneficial to have would be a "State" dropdown in the Case tab. Our firm practices in multiple states, and for each case, it would be helpful to insert a label as to which state the case is in. This would be helpful for c...
Guest 2 months ago in  0