Ideas & Enhancements

2 Vote

Date Range options popup needs a 'Today' Option

I see there is a shipped idea that Date range automatically starts at today's date. However, that is not my request, I want the Date Range popup window to have a button that says 'Today' and will update to that date when pressed. We sometimes have...

Created 20 Apr 21:54

0
3 Vote

Automation Checklist Items

Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.

Created 01 Jul 16:09

Checklist

1
5 Vote

Integrate with Kenect

We use Kenect for text messaging. Kenect offers us an easy way to get reviews, but additionally, we also love it because it is one number which our clients can text and our entire office has access to. The texts can then be assigned to individual ...

Created 19 Nov 16:42

Integrations

2
2 Vote

Report subscriptions bi-monthly or every other week.

It would be nice to be able to run reports on a bi-monthly or every other week on a certain day.

Created 18 Apr 22:29

0
3 Vote

Neos - Create an Integration with Zoom Phone

No description provided

Created 28 Jun 16:05

0
3 Vote

Add options to insert DocuSign fields for "Text Boxes" "Radial buttons" and "Attachments"

This is helpful for templates that need additional data or information from the "signer" when receiving a Docusign template from the firm. Currently only have the ability to add initials, signature and date signed.

Created 28 Jun 13:13

0
7 Vote

Too much clicking to select parties and providers on PDF merge

Too much clicking to select parties and providers on PDF merge Client wants an option that doesn't require the extra click on OK after selecting parties and providers in PDF Merge forms.

Created 10 Apr 16:48

1
3 Vote

See totals & Payee names in bulk action "add transaction" screen

When requesting checks in desktop versions of Needles, you would be able to see the total amount you were requesting. Having a total at the bottom of the list for the bulk "add transaction" screen would be very helpful. Also, being able to see the...

Created 23 Jun 18:05

0
3 Vote

Make the Synopsis something that can be copied to companion cases.

No description provided

Created 21 Jun 20:25

0
6 Vote

Texting Function from the Notes tab

Texting from the Notes Tab using a Specific Note Topic. Send Text. Client Replys and automatically Posted to the case. Cooper Hurley was using 3rd party to text using Needles 4. They did not know that Needles 5 texting uses Outlook and you have to...

Created 14 Jan 20:14

Integrations

0