Ideas & Enhancements

6 Vote

Automatic texting sent for calendar appointments

Needles should have the ability to send automatic text messages to clients to remind them of appointments. This should include date, time and location of the appointment

Created 14 Aug 13:25

General

2
5 Vote

Neos: Add more rows for text in case intake

#89923: Currently, you must type all text in one row, which is very tedious and inconvenient. Adding more rows would make the intake notes much easier to type and read.

Created 25 Jun 12:50

General

0
5 Vote

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...

Created 16 Jun 18:46

General

0
4 Vote

Neos - Service Dates - Autofill the Second Date

When selecting the first service date, if the second date could default autofill with the same date as the first this could streamline the process of adding new value items to the value tab. User would like this set up this way and make changes to...

Created 20 Apr 17:56

General

1
4 Vote

Sort by Name in the Advance Search Feature

You can sort by most columns, but can't sort by name. If you're looking for a particular party you have to export the report, which wastes time.

Created 20 Apr 15:18

General

1
4 Vote

Neos - allow the order of the parties to be changed after selecting a case to tag a message to

It's possible this behavior is evident in other areas, but is right now most noticeable when sending a message and using the case search. After clicking on the case, it opens a party selector and defaults to the first party added to the case. In s...

Created 15 Apr 14:54

General

0
5 Vote

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 ....

Created 21 May 15:25

General / Search

0
4 Vote

Neos - Ability to log out other users

Add ability to log other users out of the system if they accidentally stay logged in after hours or when updates are made

Created 08 Apr 19:54

General

0
5 Vote

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.

Created 29 Apr 18:47

General / Search

0
6 Vote

Notes can quick fill, similar to texting

NEEDLES MESSAGES REQUEST: We have an idea that could apply to the notes messages. I see the quick fill items that are available for texting. Can we make a quick fill feature for notes

Created 31 May 14:06

General

0