Ideas & Enhancements

8 Vote

Add Party Phone & Email to Columns in Advanced Search

Add the ability to pull party phone and email into columns in Advanced Search

Created 25 Mar 19:58

General

1 Shipped
11 Vote

Double click date range to input todays date

In Needles 4x you could double click on a date and it would auto populate todays date. In 5x you have to either type out the date or select the calendar and then select the date. I think this should be implemented again as it will save time

Created 24 May 14:05

General

1 Shipped
7 Vote

Prevent add DTF from being turned off when using the QB integrator

When using the QB integrator, it would be helpful if the add DTF option could not be turned off (so staff can't accidentally toggle it to the off position).

Created 09 Apr 19:39

Accounting Integrations / Integrations

0 Shipped
7 Vote

Auxiliary Checklists - Do not Repopulate all checklist items based on changed case dates

If checklist items in an auxiliary checklist are dependent on a case date, they should not populate as new items whenever the date is changed. Instead, the existing open items tied to that case date should be updated to the new date, and any items...

Created 01 Mar 16:57

Checklist

1 Shipped
8 Vote

NEOS - Name at top left of case

Name at top left of case when opened to stay as the primary on the case's name rather than changing. This just causes confusion as to who's case you are in at any given time.

Created 03 Aug 21:25

General

0 Shipped
8 Vote

Cloud: Add a different color for 'done' checklist items

when you mark checklist item things as done - they turn a very light green - it is very hard to look at the list & see the green completed checkmarks because they are so light & very similar to the light gray incomplete checkmarks. Can you...

Created 31 Mar 18:15

Checklist

1 Shipped
9 Vote

All drop down fields should be typable/autofill

In the value tab, if someone makes a payment, you can type in the paid by field and it autofills the information. Such as if I type in "cl", Client will autopopulate. same with the paid to field. The type field will not allow this, it defaults to ...

Created 24 Jun 14:13

General

1 Shipped
7 Vote

User would like to have the calendar time for events start at 8am instead of 12am-12pm by default

Cloud User would like to have the calendar time for events start at 8am instead of 12am-12pm by default. Their day starts at 8am and they look for events and have to scroll down

Created 06 Aug 16:08

General

0 Shipped
7 Vote

NEOS - Email Notifications

There should be the ability to set up email notifications for messages and intakes.

Created 03 Aug 21:25

Messages

0 Shipped
7 Vote

NEOS - Print Needles Today Checklist

It would be nice to be able to print your checklist in the current view from the Needles Today checklist.

Created 16 Jul 15:30

General

3 Shipped