Needles 5.0 | Ideas & Enhancements

Neos Dashboard "Current Month" Data

Would like to see in the Date Criteria a “Current Month” choice in addition to Today, Yesterday, Past Week, etc. Would like to be able to see data for the current month instead of rolling past 30 days. If there is a way to do this, please indicate...

Value Tab Bulk Actions - Add Transaction: Increase the number of transactions that can be added at once.

Currently you can only add 44 transactions at the same time using bulk actions in the value tab. Adding 45 or more will make it so you can not see the total amount in the window that comes after.

Created 01 Nov 12:59

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2 Vote

May we have a CM intake call tab, and then the info be pulled to the other tabs and put in the many other tabs? It is very distracting to go through each tab on a call when trying to make notes, and read the accident report. One list of questions on on tab would be helpful to allow a continued thought of communication versus the distraction on waiting on tabs to open when in the middle of a conversation.

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Created 30 Oct 13:34

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5 Vote

REPLY ALL - MESSAGES

When you "reply all" to a message, it should not include the person sending the message.

Created 22 Mar 19:14

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5 Vote

Neos: Create a separate permission for the Case Header Note

Currently, the ability to add, modify, or delete the case header note is controlled by the Notes Tab permissions in the General Permissions > Case section. The firm would like to allow their staff to delete the case header note, but not delete ...

Created 22 Mar 14:32

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3 Vote

Federal ID to QB function

Since your team has tested my issue with QB pulling the Federal ID regardless if a Social Security number has been entered. It would be great if Needles could override this default function and fix this issue.

Created 17 Apr 18:16

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10 Vote

Opening a new note should default you into the topic field

If I remember correctly, in Needles 4, when you enter a new Note, you could start typing in the Note Topic field immediately. In Needles 5, you are forced to either click in the field or press the Down key and Tab multiple times. If I am rememberi...

Created 08 Jul 14:31

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Neos Dashboard "Current Month" Data

Value Tab Bulk Actions - Add Transaction: Increase the number of transactions that can be added at once.

Display notes in Value tab list view.

Numbering & Bullets

Case number should transfer from Neos into Quickbooks Online

REPLY ALL - MESSAGES

Neos: Create a separate permission for the Case Header Note

Federal ID to QB function

Opening a new note should default you into the topic field

Filter by status

Filter by category

Identify yourself with your email address

Neos Dashboard "Current Month" Data

Value Tab Bulk Actions - Add Transaction: Increase the number of transactions that can be added at once.

Display notes in Value tab list view.

Numbering & Bullets

Case number should transfer from Neos into Quickbooks Online

REPLY ALL - MESSAGES

Neos: Create a separate permission for the Case Header Note

Federal ID to QB function

Opening a new note should default you into the topic field