Ideas & Enhancements

21 Vote

Notification Sound

Play a notification sound when a new message is received. In Needles 4 when a new message was received you would hear " You have a new message". I never thought I would miss hearing that...but I do.

Created 26 Mar 12:33

Messages

1
4 Vote

Value Tab Bulk Transactions: Ability to change the Payee and Accounts

Currently when adding transactions in bulk from the value tab screen you can not see the name of the payee or select what accounts the check will post to unless you go into each transaction individually. Being able to see/edit this information in ...

Created 28 May 20:39

1
23 Vote

Click into case from Neos Message

Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...

Created 05 Nov 12:35

General

0
5 Vote

Fix Excel =SUM to Not Break Templates

Currently having an =SUM in an Excel Document creates an error when generating a template from that document, even if the document does not source anything from the Neos file. Please fix it so it generates the document correctly. Support told me t...

Created 20 Mar 20:15

0
2 Vote

Remove Case Dates from Calendar on Closed Cases in Needles.

No description provided

Created 11 Oct 22:53

0
20 Vote

Uploading Multiple Documents to Multiple Cases

Similar to FileIt with TrialWorks, would like the ability to file multiple files to multiple cases.

Created 26 May 20:20

3
1 Vote

Option to select between vendor and customer when a name is linked during check postin

At this time, when posting a check and linking the name of the provider, it automatically sets the link as vendor Some checks use the party as the provider on the value entry as that is who the check is going to, however, the name is set as custom...

Created 18 Dec 16:41

0
2 Vote

Allow Neos Calendar to attach documents

It would be helpful if Neos would allow us to add documents pertinent to the event scheduled. For example, Motion hearing, to include the motion in the calendar entry is helpful to the attorney

Created 10 Oct 19:38

1
12 Vote

Please unscramble the provider name when you click copy name and address as it is pasting the name backwards

It would be efficient for this to be corrected as I use this feature for doing my job. This use to work correctly now since update it has not worked.

Created 17 Nov 19:57

3
5 Vote

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.

Created 14 Mar 13:33

3