Ideas & Enhancements

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

0
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

0
4 Vote

Neos: Add more staff login information

Please add more information for staff logins, such as time logged in and time logged out, as well as history information (i.e., how long was John signed in on X day).

Created 22 Oct 20:45

1
10 Vote

Add BCC to Needles Messages

Add BCC to Needles Messages

Created 10 Apr 16:41

0 Unlikely to implement
1 Vote

Calendar Update to Show Status at a Glance

In needles the calendar entry was color coded based on status. This new calendar is inefficient in that updates can only be seen if hovering over, or opening the calendar entry. Also, in calendar for case, allow for sorting by date.

Created 26 Jul 15:53

0
4 Vote

Need ability to turn off automatic toggling of "check request" when entering payment for bills

We have found that when we enter a payment from client, insurance, whomever, the "request a check" button automatically toggles so we have to be aware and remember to uncheck it each time. I don't think it is likely many people want to request che...

Created 20 Oct 20:19

1
4 Vote

Custom message inbox folders

Add ability to create custom named inbox folders in your message inbox for easy saving and organization of messages

Created 20 Oct 14:11

0
4 Vote

Ability to duplicate more than one document at a time (Document Tab)

There are times we will need to copy multiple documents at one time. Currently there is only the ability to duplicate one document at a time and will be extremely time consuming for our Firm to have to duplicate one-by-one.

Created 18 Oct 17:13

0
4 Vote

Templates for PDF more complicated than needed. You have to download pdf to make changes instead of change it on fly

In Settings Templates Viewer is not accurate until it updates sometime hours or a day. why not have the ability Template source and browse to CloudDocs Preview with yellow and green fields is too small Fields do not match merge field Very time con...

Created 17 Oct 18:24

0
1 Vote

Dialogue box needs to be moveable

To enable us to see the dashboard on one screen, and the dialogue box on another, can you make the box moveable?

Created 25 Jul 21:18

1