Ideas & Enhancements

2 Vote

Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order

Created 26 Feb 21:39

General

0 Already exists
2 Vote

Cloud User would like to be able to select multiple value code from subtotals instead of going in to reports

Cloud User would like to be able to select multiple value code from subtotals instead of going in to reports. When they go in to value tab and click subtotals their is not select feature.

Created 06 Aug 16:04

General

2 Already exists
2 Vote

Dashboard filters

Would like the ability to filter the dashboard tiles by excluding case types.

Created 14 May 22:16

General

0 Already exists
2 Vote

Would like the client name in the case header, not just the case folder tab.

When you are in a particular Case and happen to look at another party, the case header should stay the same for the case, not change to the party name. Current structure creates confusion.

Created 10 May 12:36

General

0 Already exists
1 Vote

Needles messages will forward to actual e-mail

I loved in older Needles that messages sent to staff via Needles would also get sent to our e-mail as well. Great for making sure that messages are posted properly in Needles, and then makes it easy to search for messages in our e-mails if needed.

Created 01 May 15:41

Integrations

0 Already exists