Ideas & Enhancements

2 Vote

Document Tags - by Case Type

Make document tags available by case type. They are currently available for all documents and case specific documents.

Created 24 Aug 14:37

0
1 Vote

Address Book Search Enhancement

Please add the ability to search the address book by zip code. This is especially helpful when searching providers that may be nearby for a client. We have the zip code ability in the main search, but having that ability in a list view will be muc...

Created 04 Dec 19:48

0
1 Vote

document count

can we have a document count for each of the topics? When importing a large number of documents, it is helpful to have a document count as a double-check to ensure that all were uploaded to NEOS. Thanks!

Created 04 Dec 19:13

0
4 Vote

Text messages should be automatically posted to the notes tab

The integration with texting would work great if the text messages got posted directly to the Notes tab so you do not have to post to needles from your outlook.

Created 30 Jan 21:43

Integrations

1
2 Vote

Add ability to calculate interest on value items.

Our firm would like to have the ability to calculate interest on individual value items. This would save us time so that we do not have to calulate this manually outside of Needles when creating these items.

Created 22 Aug 19:23

0
3 Vote

User would like the Staff signatures on generated documents for signature tags to not auto resize

No description provided

Created 06 May 21:11

1
2 Vote

Companion Case Screen Should LIst Date of Loss, not Case Opened Date

It would be way more helpful to have the date of loss listed on the Companion Case Screen instead of the Case Opened Date as many dual-crash companion cases were opened on the same date.

Created 18 Aug 13:45

0
4 Vote

Note Topic

It would be nice if, when you click add on a new note, that Needles defaulted the cursor into the topic box so you could just start typing. 5.0.0.43701

Created 15 Jan 15:19

General

0
1 Vote

"Favorite" option & view for documents

If we could select a checkbox or symbol for documents that are referenced multiple times throughout a case and then have an option to view "Favorites". That would be AWESOME!

Created 30 Nov 14:16

0
1 Vote

Pin Cases to Top Bar

An option to "pin" cases so that they are not closed accidentally or when using the "close all" option.

Created 30 Nov 14:14

0