Ideas & Enhancements
ADD A NEW IDEA

Needles 5.0

Showing 2712 of 2712

See more of the address on search

Currently in Neos we can only see a partial provider address in the search results. I would like to see the full street adress, and, importantly, the company name, which we now cannot even see on the preview. State Farm, for example, has several o...
Guest almost 3 years ago in  2

Neos | Add the ability to add providers and parties to mailing lists in bulk.

We would like to be able to add parties and providers to the new mailing lists in bulk. We are aware you can do so using cases, but this is still on a case by case basis. Our firm has thousands of parties and providers, so this process would be sl...
Guest over 1 year ago in  1

Neos Activity Feed - It would be helpful to get more granular on changes that are made (i.e., close date)

Add filters to filter activity feed by important fields on the case type such as close date, maybe Case Name since that affects the client folder, etc. Another helpful area is to show specific changes to the party tab. Currently, no details are gi...
Guest 5 months ago in  0

Neos - SharePoint Link - Back on Case Tab

With the Jan 25 Update users have to go to the Documents Tab and go to Settings to access SharePoint link for the documents of a case. Users would like to have the hyperlink in the Case Tab again for easier access.
Guest over 3 years ago in General 2

Outlook Add-in activity feed

It would be beneficial if there was a way to see past activities done in the Outlook add-in, similar to the Activity Feed in a case.
Guest almost 2 years ago in  0

NEOS: Adding Hearing date to case tab should automatically prompt calendar event

It would be nice to be able to add Hearing dates etc. one time only. If we add a date to the case tab, a prompt (or something similar) should appear allowing us to simultaneously add it to the calendar rather than having to add it to both each and...
Guest about 2 years ago in Calendar / Case Tabs 0

Notification Center: Clear Notifications

Currently, the notifications center retains all notifications for up to 15 days. We would like the ability to clear notifications. As the system currently is, the new gets mixed up with the old.
Guest 3 months ago in  0

More Keyboard Functionality for Messages

Normally, pressing tab brings the cursor from text box to text box (and for the most part, this is still true). However, after you enter in name for the "To:" section in an outgoing message, pressing tab/enter just deletes the name you just put in...
Guest 5 months ago in  0

Quick Add Email - Auto Generate Case # and Case Name in Subject

When you use Quick Add for email, it does not generate case # and case name in the subject line as it does in other areas, please add
Guest 11 months ago in  1

Ability to add calendar events without prompting for the other assignees to accept the invitation

Our firm would like to create general events for office holidays, but when we do so it always prompts everyone else to accept the event. We would like there to be a way to push an event like this out to everyone at the firm without needing other p...
Guest 5 months ago in  1