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Allow the default browser in needles 4 to be changed

In needles 4.8 internet explorer is set as the default browser for all websites to open from in the program. Changing external settings does not work and there are no internal settings to change the default browser. Please allow customers to chang...
Guest about 3 years ago in General 1

User would like to be able to change the date formatting for a date requested and received

In user tab 2 record/request they want to be bale to change the formatting when they generate a template instead of it defaulting to mm/dd/yyyy.
Guest about 3 years ago in General 0

Need the Ability to Test Templates Prior to Saving it as a Template

Need to add a Test function to the Word Add-In to ensure that the template being created bookmarks work and formats as expected PRIOR to saving the document as a template. Nothing like having to save a template in Neos, go to a test case, generate...
Guest about 3 years ago in General 0

Neos - Ability to send Case Note via Neos message

Sometimes instead of tagging someone in a Case Note, a private message needs to be initiated regarding that note. We can send it to email, but not via Neos messages to keep all communication within the site.
Guest about 3 years ago in  1

Add the code description to the Class Code drop-down window

Add the code description to the Class Code drop -down window. This would help users to select the correct class code for each case - not everyone is familiar with the description for every 3-character class code. This would be helpful for all staf...
Guest about 3 years ago in General 0

User would like to be able to tag documents or attachments from a calendar in to the case calendar

User would like to be able to open outlook calendar and open and be able to tag an event with attachments such as pdfs
Guest about 3 years ago in General 0

Have the DocuSign send notifications to user's when a document is sent back

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docum...
Guest about 3 years ago in Integrations 0

The dropdown menus are too small and don't show the entire name. The dropdown column should be as wide as the widest line.

See photo
Guest about 3 years ago in General 0

NEOS: Automatically create case event with LIM date so that it can be pulled into calendar reports

We need this to occur so that we aren't duplicating efforts within the platform and potentially missing SOLs that are not automatically pulled to attorney/staff calendars. This would also help immensely with reporting options for case-related dates.
Guest about 3 years ago in Checklist 0

Neos - After Sending Message From Case, close out back to that case (currently closes to closest tab)

When sending a message from a case, the new message tab opens, then once it is sent, the tab closes and will then open the tab directly next to it, instead of the case you might have sent the message from. When sending a message from the case, onc...
Guest about 3 years ago in General 0