Needles 5.0 | Ideas & Enhancements

SMS Appointment Reminders. Add Ability to Send an SMS Text at Future Date

I really like being able to automate a text message to be generated through a checklist item. However, a future enhancement would be to allow for my staff to schedule an appointment reminder to go out at a future date. In my workers comp practice ...

Created 12 Sep 22:01

0

14 Vote

Add option to auto mark all checklist items as done after closing a case/ intake

Add the option to auto mark all checklist items that are still open in a case/intake to done after closing said case or intake

Created 12 Jun 13:27

1

22 Vote

DELETE "Blank" Checklist Status

No description provided

Created 06 Mar 20:37

1

9 Vote

Improved list tab item checkboxes for bulk actions and select all.

Currently when clicking multiple selections in a list tab, for example the value tab, all the toggled items will unmark themselves if users click a little right outside of the checkbox. This should not be the case. Additionally, when users click t...

Created 06 Aug 15:18

0

19 Vote

All internal email addresses should pop up when sending an email through NEOS/notes tab

Currently only OC's email pops up for us. Would like to be able to type in a few letters of anyone from my office, and specifically my paralegal, and have their email pop up when emailing through NEOS.

Created 09 Apr 13:14

2

10 Vote

Add multiple ticklers/reminders for court or other deadlines AND push all reminders to Outlook as it did in TrialWorks. Calendaring should be a one-step process, not a three or four step process when reminders are critical.

No description provided

Created 11 Jan 17:35

1

Ideas & Enhancements

Filter by status

Filter by category

SMS Appointment Reminders. Add Ability to Send an SMS Text at Future Date

Add option to auto mark all checklist items as done after closing a case/ intake

DELETE "Blank" Checklist Status

Improved list tab item checkboxes for bulk actions and select all.

All internal email addresses should pop up when sending an email through NEOS/notes tab

Value Entries Should NOT Default to Current Date

Bulk Set Bill Date on Time Entries Across Multiple Cases

Time and DTF Value Code Category

Re order tabs on left of a case

Add multiple ticklers/reminders for court or other deadlines AND push all reminders to Outlook as it did in TrialWorks. Calendaring should be a one-step process, not a three or four step process when reminders are critical.

Filter by status

Filter by category

Identify yourself with your email address

SMS Appointment Reminders. Add Ability to Send an SMS Text at Future Date

Add option to auto mark all checklist items as done after closing a case/ intake

DELETE "Blank" Checklist Status

Improved list tab item checkboxes for bulk actions and select all.

All internal email addresses should pop up when sending an email through NEOS/notes tab

Value Entries Should NOT Default to Current Date

Bulk Set Bill Date on Time Entries Across Multiple Cases

Time and DTF Value Code Category

Re order tabs on left of a case

Add multiple ticklers/reminders for court or other deadlines AND push all reminders to Outlook as it did in TrialWorks. Calendaring should be a one-step process, not a three or four step process when reminders are critical.