Needles 5.0

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Neos: Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day

Preset Date filters such as past week, month, year in Reports, Dashboards, etc should Auto-Update based off present day EX: You save a report with a filter for the past month and it specifically defines a start/end day 30 days to current day. It w...

Guest about 3 years ago in General 0

3 VOTE

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

2 VOTE

Quick Add Dropdown List: Add New Call Log to Case

I am constantly on the phone and it is a hassle to always have to copy the client's phone number and then go to the communications tab to add the call where I also have to search for the client each time. If we could add a Call Log from the case, ...

Guest 8 months ago in 0

3 VOTE

Certificate of Service Paragraph should include email

THIS WAS ADDED AS AN IDEA AND NEOS MARKED IT AS ALREADY EXISITS. IT DOES NOT!! IT CURRENTLY ONLY PULLS FAX NUMBER NOT EMAIL ADDRESSES. The Certificate of service is a very important part of document creation. Each and every document that is filed ...

Guest about 1 year ago in 3

3 VOTE

Text Attachments

You should have the ability to send photos, documents, etc from the texting portal.

Guest about 1 year ago in 0

6 VOTE

Widget for linking documents found on DOCS Tab to any other location in NEOS.

A widget that links any document on the Documents Tab to any other Tab in Neos. For example, the widget creates a link with the Witness Tab to the witness's deposition. Link name is by default the file name. Link is underlined blue or some color t...

Guest about 2 years ago in 2

8 VOTE

drag and drop documents from Neos into an email as an attachment

It would save a TON of time if we could drag and drop docs in Neos into an email to be sent as an attachment. We can already drag from email and drop to Neos - why not have the ability to drag from Neos and drop to email? Would save so much time v...

Guest over 2 years ago in 3

3 VOTE

Add ability to move tabs in Neos like Needles

Guest about 1 year ago in 0

6 VOTE

When changing the staff assigned on case screen, would like the checklist items that are open to update to the new assigned staff.

Would not have to go to the checklist and change initials for the new assigned staff for that position.

Guest about 2 years ago in Checklist 0

9 VOTE

Incoming paper mail Process - Bulk scan

Typically, incoming mail is bulk scanned and separated into files. You should be able to bulk imput those docs into the system. So when you dragged 10 documents over you could have multiple inputs to put the items into many cases at once. You also...

Guest about 3 years ago in 0

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