Ideas & Enhancements

12 Vote

add ability for value totals to appear in merge letters like needles used to

While recoding our microsoft word and pdf letters, we no longer have the ability to insert a total value of all items with a specific code. We used to be able to do this in needles. We've even reached out to a trainer and was told that isn't an op...

Created 02 Aug 15:40

0
3 Vote

Check box for value item to show it was confirmed or reduced

This will allow for ease to know whether the amount was confirmed or reduced without having to click into the item itself.

Created 25 Apr 22:04

0
29 Vote

Employee Action Tracking

Audit on Employee actions above Audit Reports

Created 22 Apr 18:15

Auditing / General

0 Future consideration
5 Vote

open pdf in native program

We can do this for word now, but not PDF.

Created 05 Dec 15:09

1
3 Vote

On the value screen, the DTF shows up even when the check has NOT been cut yet

The request to have the value tab mark transactions to be marked "DTF" after the check has been cut within QuickBooks.

Created 24 Apr 20:22

0
5 Vote

search name pop-up window information outlook v NEOS

Please add the full case name to the pop up window in NEOS-Outlook has it. This is because we have the main client, and many matters for the client. At a glance, when searching in NEOS, we can't be going through 21 (or 80 or 100) names of the same...

Created 04 Dec 19:23

1
19 Vote

Ability to Mass Update Calendared items in a case

Ability to Mass Update Calendared items in a case to change to canceled or done for when you don't want to delete the calendared items but also want to indicate that it is not an action item.

Created 12 Mar 16:41

General

0
22 Vote

Ability to rearrange the phone numbers in party tab

As majority of parties have multiple phone numbers, it would be easier to have the ability to rearrange them based on the best # to contact. The top # is what appears when you send a message to call someone so being able to move the best contact ...

Created 07 Aug 15:33

0 Already exists
11 Vote

Put 'Add' button near back button on Value Tab

With the change of the 'back' button on the value tab to the left hand side of the screen, you now have to move your mouse to the right of the screen to click 'Add' a new Value item, whereas before the 'back' button was on the right hand side so y...

Created 29 Sep 14:17

0
20 Vote

Filtering Dashboard by "Our Client"

Would like the option to filter dashboards by "Our Client" checkbox on the party tab.

Created 23 Dec 21:36

General

15