Ideas & Enhancements
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Move Names Between Mailing Lists

Add a Bulk Action to move people between Mailing Lists
Guest over 3 years ago in General 0

Neos Checklist multiselect notes and mark done

Please add the ability to select several checklist items at once and mark done, even if they have child items attached. If you are working on several cases there are many instances where you want to select several items to make done. Currently if ...
Guest over 3 years ago in Checklist 1

Neos Calendar Quick select appointment duration

Please add an ability to quick select an appointment duration from a dropdown or a select box (ie. 15m, 30m, 45m, 1hr). The default is 15 mins which has to be calculated manually, this would make appointments quicker to schedule
Guest over 3 years ago in General 0

Update the "Known Issues" page on Needles 5.0 support

It would be helpful to have the list of Known Issues updated as a time saver - I had several issues this week and almost all of them were known issues. However, it took some time with the tech support rep to go over the issue, look for fixes, then...
Guest over 3 years ago in General 0

Add ability to make case/document field inactive

Currently, if you add a new UD field to a layout and after some time you want to make it inactive, there's only the ability to delete. However, deleting the field will also lose the information stored. Would be nice to just be able to mark it inac...
Guest over 3 years ago in  0

Neos - Add 'Deceased' and 'Minor' to Party box in Search

When searching for a client, you should be able to see the 'Minor' and 'Deceased' in the party box, along with role
Guest over 3 years ago in General / Search 0

Neos - Special Note Header - Move the 'Clear' Button from the 'Arrow' Button

The 'Clear' button in the special note header of the cases is right next to the toggle arrow - it should be moved to avoid accidentally clearing fo the special note data
Guest over 3 years ago in General 0

NEOS: party role after the party name when generating documents

When merging document and selecing the party name; the drop down doesnt differentiate what role the party is. It only shows the list of parties name in the drop down. We need to add a role after each party name so we know who are generating the do...
Guest over 3 years ago in General 0 Future consideration

Neos - Import intakes from CSV needs more options

In Needles 4 and Needles 5, you have the ability to select from a large range of information. In Neos, you are limited to only specific fields. Need to be able to add more variety and add in the basic fields such as DOB, Ability to add to multiple...
Guest almost 4 years ago in General 0 Unlikely to implement

SaaS - Allow for Admins to set Default Columns for Users

Admin would like the ability to create default columns/column widths for all users in all case types
Guest almost 4 years ago in General 0 Unlikely to implement