Ideas & Enhancements
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My wish is that Needles would make the Transaction Details screen smaller.

Where you click on the green plus sign to open transaction details on the value tab, the screen takes up a large part of the screen. You cannot see the numbers behind you. Most of the time I am making an adjustment and I need the number behind the...
Guest about 4 years ago in General 0

Allow staff members to view changes made to user minin directories

This will allow all staff members to see updates to mini directories instantly.
Guest about 4 years ago in General 0

Add a zip code maintience option for Neos

In Needles 4 and 5 you can change the zip code that is accociated with a specific city. In Neos, you do not have this as a feature and it should be added
Guest about 4 years ago in General 0

Cloud: Download files to a folder instead of searching individually

It would be easier to select multiple documents in case docs and download them to a folder in Sharepoint
Guest about 4 years ago in General 0

Cloud Case tab Case Title

Under "CASE" - in the "case title" box- when you type in the client's name it would be great if a drop down of choices came up after typing in the 1st 3 letters. Instead, you have to type in the 1st name even though you just did it in the PA...
Guest about 4 years ago in General 0

Cloud Party tab Phone Number

Under "PARTY" - the phone # column default does NOT fit a 10 digit phone #! So every single time I enter a phone #, I have to manually resize the column, same thing w/the email - the default column is too narrow to fit emails so column needs...
Guest about 4 years ago in General 0

Cloud Party Tab Phone Numbers

Under "PARTY" - please add an UNKNOWN category to phone #s (UNK)- not all #s are labeled home, work, cell. It would be great if UNK were in the drop down choices. It would also be great if you could just hit enter instead of manually clickin...
Guest about 4 years ago in General 0

Cloud - Date fields date picker

When you click to add a date on the Case Tab the date picker should open to the current date instead of January 1920. It would be helpful for the date picker to also include an option for "Today"
Guest about 4 years ago in General 0

Creating New Note - Add Autofill

Most of our Note items are entered using the same topic, and Needles currently requires me to scroll down to the topic that is at the lower 2/3 of the list. Then when I’ve entered the topic, I have to scroll down to locate the new note to complete...
Guest about 4 years ago in General 0

Ability to change multiple document type categories for multiple documents at one time

To be able to select multiple documents and change their document type category all at one time instead of individually.
Guest about 4 years ago in General 0