Ideas & Enhancements

2 Vote

Adding the Ability in Needles 5 to Click Enter for the Yes/No Prompt

Adding the functionality for clicking enter to select Yes/No in Needles 5 would be much quicker than using the mouse to select the Yes/No Prompt.

Created 03 May 14:09

1
4 Vote

AKA names in search results should be formatted in a bold red font to make them stand out

In Needles 4, AKA names in search results were formatted in a bold red font that made them stand out. In Needles 5, they have the same font as the rest of the general information, making it take longer to determine if you have the correct name.

Created 08 Jul 14:16

General / Search

0
2 Vote

Add Closed/Reject date for intakes

A closed or rejected date does not exist when a matter is at the intake level. While you are able to close an intake via Stage > Status, there is no reportable closed date.

Created 02 May 14:38

0
2 Vote

Adding More Value Reports

Reports that pull information such as Value Notes, Pay Rates, Totals, Hours, etc would allow timekeeping reports to be much more detailed and quicker to bill.

Created 28 Apr 18:22

1
1 Vote

Allow Customization Settings for Events In Neos Calendar

Used to be able to see more details about events in the Needles Calendar, I would like to be able to customize what I can see for events in the Neos Calendar without having to click the event for more details. Somehow the Outlook Calendar App on t...

Created 27 Sep 21:04

0
2 Vote

PDF Legacy Report Format

Formatting for the Legacy pdf reports take up to much space and is confusing to read for some users. Case Listing by Case Type report is an example.

Created 27 Apr 18:17

0
2 Vote

add "note" or "Preference" section in Party

Sometimes our clients prefer to be contacted via text, email, etc, versus being mailed. A section to select our client's preferred mode of contact would be beneficial.

Created 26 Apr 15:47

0
4 Vote

Alert that there are Open appointments when a case is closed

Function which would alert you if a case is closed and there are calendar items with a status of Open with a feature to Close those appointments Submitted on behalf of Ransin Injury Law

Created 19 Jun 20:47

General

0
4 Vote

Phone Number Field - Cursor should automatically be placed at beginning of fiel

When you click into the phone number field, the cursor should automatically be placed there

Created 19 Jun 15:57

General

0
1 Vote

A Tag List option that can be used to pick and choose what is to be pulled prior to Document generation.

There was a similar function back in Needles 4 wherein a list of tags could be used to pull certain bits of information when merging docuemnts. Say the list contained 4 items, but the document you're making only calls for items 1 and 4, or another...

Created 25 Sep 14:23

0