Ideas & Enhancements

16 Vote

Needles Integration with Vonage

It would be nice to be able to easily track text messages and calls from our Vonage accounts into the Needles software.

Created 18 Dec 22:24

Integrations

1
3 Vote

Value Transaction Default Paid By/To by Value Code

Add an option to configure default Paid By/ Paid To for value transactions by value code. Adding transactions via bulk request becomes tedious to specify the Paid By/ Paid To for each transaction. No multi select & edit is available Add transa...

Created 21 Dec 15:08

0
3 Vote

Dollar values formatted with 2 decimals and right aligned

On the value tab, advanced search, etc dollar values should always be displayed with 2 decimal places and right aligned so the decimal places line up. Current formatting presents as $10.1 $100.01 $1000.1 Should be $___10.10 $__100.01 $_1000.10 so ...

Created 21 Dec 14:58

0
12 Vote

verbal message alert

In the previous Needle's version, when we had a new message it would verbally tell us . Can we have that feature again?

Created 12 Mar 19:13

Messages

3
1 Vote

Add ability to edit note entry #'s

Add ability to edit the note entry #'s so notes can be reorganized.

Created 02 Aug 18:20

0
1 Vote

Add Column under Accounting -> Checks for Case Name or Client Name

The case number is the only case identifier. Please add the client or case name.

Created 02 Aug 17:48

0
3 Vote

Neos: Ability to tag an email that is downloaded from the notes tab

This would be useful when the person who sent the email did not include an attachment and you want to re-tag the document on their behalf.

Created 20 Dec 15:17

0
5 Vote

NEOS APP

NEOS APP would be so much easier to navigate when using your cell phone.

Created 08 May 15:24

1
5 Vote

In premium texting, when someone responds to a staff member's text, ONLY that staff member receives a notification, not everyone assigned or who has ever sent a text in that claim.

No description provided

Created 08 May 15:14

0
9 Vote

Please add a feature to turn on bold separation lines and color in task view, daily view and when we print reports.

When you are viewing the checklist, day view or checklist deadlines on a report it all runs together making it difficult to differentiate between the items. Needles used to put certain items like discovery in colors across the whole line item. Ple...

Created 09 Feb 12:55

1