Ideas & Enhancements
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separate permission to remove/delete the special flag note on a case

It appears to be the same as the general notes. Some staff should be able to delete/remove the special note but not delete regular notes. If someone doesn't have permission to delete notes it doesn't allow to use the clear on the special flag note...
Guest almost 4 years ago in General 0

Search When Adding Items to Checklist

When adding items to a case checklist, you have to scroll through a list. It would be nice to be able to use a search box to find a specific checklist code.
Guest almost 4 years ago in Checklist 0

Neos: Add provider card for a party to copy name, address and phone number information

In previous version of Needles both providers and parties had provider cards to easily copy information to another provider/party. Currently in Neos, only providers have a provider card so you cannot copy information from a party.
Guest almost 4 years ago in  1

ability to save multiple emails at a time from outlook to Neos

Ability to save multiple emails at a time from outlook to Neos. and the .msg going from outlook to the case folder without having to create a new folder . This was a feature in trialworks where you could open the .msg in outlook and was promised f...
Guest almost 4 years ago in Messages 0

Cloud - Change Red Flag note from "add note" to "red flag"

The label for the old “red flag” screen is now called “add note.” It’s confusing – at least at first. I think that it should go back to “flag” or something like that. The “add note” tab, wrongly suggests that one is adding a case note – instead of...
Guest almost 4 years ago in  0

Cloud: The search function should be able to ignore "The" in a provider name.

(Michael Melonakos - mike@scinjuryattorney.com) Many law firms and providers' names start with "The" - for example, my law firm is The Melonakos Law Firm, LLC. . . so if I go to search for my law firm to add to value tab, and I type in Melonakos ....
Guest almost 4 years ago in General / Search 0

Cloud - Set Default Search

Would like to be able to set what the search defaults to. All is the most useful and it would be nice if it defaulted to that.
Guest about 4 years ago in General / Search 0

Cloud - Customize Header

The ability to edit the information displayed on the header would be nice. Add/remove fields is the main feature that we are looking for.
Guest about 4 years ago in General 0

Cloud: add the function of bulk selecting checklist items & then delete

currently have to click one checklist at a time to mark it as done, then refresh the checklist to update which is time consuming. It would make it easier to select multiple items at one time and confirm changes.
Guest about 4 years ago in Checklist 3

Modify text in comment box (bold, italic, font size)

The user want to be able to modify the text in teh comment box such as bold, italic, font size and etc. They are able to do it in the notes but wanted to be able to do it in comment boxes in other location such as record and request.
Guest about 4 years ago in General 0