Ideas & Enhancements

1 Vote

Drop Down Document from Checklist "To-do" option or Task Option

It would be easier if we had an option for a To do task: to generate a merge document, drop down option, of the variety of letters that we have for Non-Rep created as templates in NEOS.

Created 25 Feb 18:35

Checklist

0
1 Vote

Party Email Tagging

When clicking on a client's email from the Party Screen of a case, the email should AUTOMATICALLY tag to that case even if we have to select the note category/tag. Selecting the case itself is a bit ridiculous when the email clearly generates from...

Created 25 Feb 17:08

0
1 Vote

Enable Using the DELETE Key

One should be able to highlight text in a field (i.e., a checklist item) and hit the delete key to remove text, without it closing the extra preview pane you guys make us use to edit these fields becuae you can't edit on the main checklist page an...

Created 25 Feb 16:25

0
1 Vote

Tabbing between fields

I would like to be able to use the tab key to move between fields on the screen. For example, from the provider, to the amounts, to the value code boxes on the value screen, but the request isn't limited to that one page. Given that we've been usi...

Created 25 Feb 15:00

0
1 Vote

Modify Police Tab

want user defined fields to add yes/no or checkmark items for things such as body worn camera footage scene photographs taken? witness statements done? diagrams? third party investigation done? (OSHA, taxicab authority, etc) then also having the a...

Created 24 Feb 20:01

0
2 Vote

Change case tabs after merge document is created

Once you create a document from a case, you cannot select other tabs within Needles. For example, if I am currently on the Party tab in a case and I select documents, go through the parameters of the document. Once the document loads, you cannot g...

Created 29 May 20:06

General

0
2 Vote

Add Ability to Calendar Only Business Days in the Checklist

Firm would like the ability to only have business days as options for setting checklist item dates

Created 29 May 16:31

Checklist

1
2 Vote

Phone number left most position

Telephone field insertion point - It's not always feasible to "tab in to" a telephone filed. Frequently, when I take a message I will go from the From field to the Phone field. It would be helpful if when clicking into the Phone field the cursor w...

Created 28 May 19:56

General

0
1 Vote

Needles 5 - When updating the date and time to the notes Tab, could the current time update automatically?

When updating the date and time to the notes Tab, could the current time update automatically? When updating the date on a notes entry the time should automatically update to the time of the edit.

Created 22 Feb 17:04

0
1 Vote

Needles 5 - Extra tab in cases that displays other cases the party may have

add a tab for any additional cases for the client to the left column where (party, case, companion cases, ect). Would allow navigation to be easier in the software.

Created 22 Feb 17:02

0