Needles 5.0 | Ideas & Enhancements

When trying to find an Adjuster's phone, that number should appear after a single click of the insurer - not the number of the insurance company

When trying to find an Adjuster's phone, that number should appear after a single click of the insurer - not the number of the insurance company; Also the email of the Adjuster should appear -- there is no need to go all the way to the Insurance t...

Created 29 Apr 18:51

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2 Vote

The text message details of a text file no longer appear in the notes column of the list view of the notes tab.

The text message details of a text file no longer appear in the notes column of the list view of the notes tab. Before the April update you would be able to see this information in the body of the note and the note column of the list view.

Created 28 Apr 19:39

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1 Vote

Adding USDC to the Suffix List

Add a USDC to the Suffix List for US District Courts Judges.

Created 27 Apr 13:59

0

2 Vote

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

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Expand the "Post by" search box from Outlook

When posting an email to needles, when you click "Post by" a search box pulls up. This box needs to be expanded as when a client has multiple cases, it cuts off important information and I need to expand the window or scroll to see it. This box sh...

Ability to Create Intake from Email

Would like the ability for an answering service to send an email with Intake contact info that they could then create the intake from instantly, instead of using the import intake from file.

Block the ability to change checklist items to other staff

If you remove the ability for staff to modify the checklst, this includes modifications to their own checklist items such as status. This permission should block the ability to modify everything except for the status. That way changes are not made...

Created 07 Oct 15:10

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Ideas & Enhancements

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When trying to find an Adjuster's phone, that number should appear after a single click of the insurer - not the number of the insurance company

Drop down selection for time in calendar

Neos: Add formatting options for phone numbers in Word Merge Documents

Fix the Timekeeping to Make it Easy to Export

The text message details of a text file no longer appear in the notes column of the list view of the notes tab.

Adding USDC to the Suffix List

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

Expand the "Post by" search box from Outlook

Ability to Create Intake from Email

Block the ability to change checklist items to other staff

Filter by status

Filter by category

Identify yourself with your email address

When trying to find an Adjuster's phone, that number should appear after a single click of the insurer - not the number of the insurance company

Drop down selection for time in calendar

Neos: Add formatting options for phone numbers in Word Merge Documents

Fix the Timekeeping to Make it Easy to Export

The text message details of a text file no longer appear in the notes column of the list view of the notes tab.

Adding USDC to the Suffix List

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

Expand the "Post by" search box from Outlook

Ability to Create Intake from Email

Block the ability to change checklist items to other staff