Ideas & Enhancements

Insurance Tab

Currently, when adding an insurance company to the tab, you must pick a "party" or Neos won't allow you to save it. There are many times were we are giving insurance insurance but do not have the party name associated to that insurance company. We...

Created 27 May 15:13

0

3 Vote

Document Generation File Path

The firm moves closed cases into new folders and would like the document generation to auto-path to the default folder for the case and not the firm default folder naming. The problem inherent is that even when they change the default folder for t...

Once a requested check is in the Needles Integrator it appears it cannot be deleted. We are still on a learning curve, of course, but we have a need to be able to delete checks before they are sent to quickbooks needlessly.

No description provided

Created 26 May 18:34

Accounting Integrations

0

3 Vote

Please roll back the "feature" that auto-populates provider prompts during document generation. Several of our document templates have 5 or more provider prompts and they all populate with the same provider. It's much simpler to just fill in the fields as needed or have an "apply to all" button instead.

No description provided

Created 25 May 16:56

0

1 Vote

Bulk Email Subscription

Be able to email a group of emails from a mailing list to include a specific report through reoccuring subscription.

Created 22 Feb 17:54

0

Ideas & Enhancements

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Insurance Tab

Document Generation File Path

Once a requested check is in the Needles Integrator it appears it cannot be deleted. We are still on a learning curve, of course, but we have a need to be able to delete checks before they are sent to quickbooks needlessly.

Needles Today Checklist Summary

Outlook Calendar Time Increments

PIP Value as incoming instead of owed money

Save Column Sorting with User Defined Items

Layout Manager: Allow editing field names and their substance

Bulk Email Subscription

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Insurance Tab

Document Generation File Path

Once a requested check is in the Needles Integrator it appears it cannot be deleted. We are still on a learning curve, of course, but we have a need to be able to delete checks before they are sent to quickbooks needlessly.

Needles Today Checklist Summary

Outlook Calendar Time Increments

PIP Value as incoming instead of owed money

Save Column Sorting with User Defined Items

Layout Manager: Allow editing field names and their substance

Bulk Email Subscription