Ideas & Enhancements

One Step Emailing from Needles

When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously used to export documents from Needles.

  • Guest
  • Dec 29 2020
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  • Guest commented
    June 09, 2023 16:25

    This would bring back some much-needed relief for our staffs and get us back on track with creating efficiencies in the system

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  • Guest commented
    August 26, 2021 12:22

    This would be so helpful!

    Cindy Clanton

    Cindy Clanton
    Paralegal for the Firm
    Morris & Dewett, LLC | 509 Milam Street | Shreveport, Louisiana 71101
    (d): 318-841-1608 | (o): 318-221-1507 | (f) 318-221-4560
    cclanton@morrisdewett.com | Firm Website

    [cid:image001.png@01D79A4B.08C5E290]

    CONFIDENTIALITY NOTICE
    The information contained in this e-mail transmission, including all documents accompanying it, is legally privileged and confidential, intended only for the use of the individual or entity named above. If you have received this transmission in error, please contact us immediately at (318) 221-1507.

    image001.png
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  • Guest commented
    May 19, 2021 19:14

    That would be amazing.

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  • Guest commented
    May 19, 2021 16:53

    This would be amazing.

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  • Guest commented
    May 19, 2021 16:50

    Great idea.

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  • Guest commented
    May 19, 2021 16:50

    absolutely!

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  • Guest commented
    May 19, 2021 16:46

    This would make it so much easier.

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  • Guest commented
    May 19, 2021 16:45

    yes

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  • Guest commented
    May 19, 2021 16:45

    Please implement this as soon as possible. This will make life so much easier and less forgetful.

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  • Guest commented
    April 30, 2021 14:36

    It would also be helpful if in the drop down where you can choose to send the email, it would show "Email to Case Manager" or "Email to Attorney"

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  • Guest commented
    April 13, 2021 15:39

    yes

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  • Guest commented
    April 12, 2021 17:38

    yes

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  • Guest commented
    April 12, 2021 17:22

    yes

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  • Guest commented
    April 12, 2021 14:49

    yes

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  • Guest commented
    April 12, 2021 14:48

    yes

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  • Guest commented
    April 12, 2021 14:15

    Yes this would be helpful.

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  • Guest commented
    February 01, 2021 15:48

    I agree! This was one of the first things I noticed when starting with Neos. It would also be great to be able to begin a new note while looking at other notes. Right now we have to go to the "all notes" page, then click new note. In older versions of Needles, we were able to create a new note while looking at another note.

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  • Guest commented
    January 18, 2021 18:56

    Great idea

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  • Guest commented
    January 18, 2021 16:19

    This would elevate people forgetting to email the note out if it was a one step process.

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  • Guest commented
    January 18, 2021 16:08

    Great idea!

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